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Sponsor portfolioTH

KOVATCH CASTINGS

EIN 34-1198748-aviation & aerospace-Latest filing 2024
Plans
3
Retirement
2
$22.2M assets
Welfare
1
$63K premiums
Participants
584
3743 TABS DRIVE - UNIONTOWN, OH 44685330-896-9944kovatchcastings.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
3 filings
#002ESOP-$12.0M - 204 part#001401k-$10.2M - 220 part#505Mixed-$63K - 205 lives

Retirement portfolio analytics

2 plans aggregated / $22.2M assets / 424 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • EMPLOYEE STOCK OWNERSHIP (#002)54%
  • PROFIT SHARING PLAN (#001)46%
Total $22.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)220
  • EMPLOYEE STOCK OWNERSHIP (#002)204
Total 424Click row to drill in

Benefits portfolio analytics

1 plan / $63K premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$53K
  • Life$29K
  • Short-term disability$29K
  • Long-term disability$10K
Total $63K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA62%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY38%
Total $63K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • THE JAMES B OSWALD COMPANY74%
  • CENTRO BENEFITS RESEARCH LLC26%
Total $12K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KOVATCH CASTINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.0M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KOVATCH CASTINGS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$10.2M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KOVATCH CASTINGS, INC. SECTION 125 PRE-TAX PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$63K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KOVATCH CASTINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$12.0M2042024
001KOVATCH CASTINGS, INC. 401(K) PROFIT SHARING PLAN401k$10.2M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KOVATCH CASTINGS, INC. SECTION 125 PRE-TAX PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$63K2052024
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