Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.2M
- Other$261K
- Dental$247K
- Life$222K
- Short-term disability$169K
- Long-term disability$169K
- +2 more
Sponsor portfolioTH
AERZEN USA CORP.
EIN 34-1384479machineryLatest filing 2025
Plans
3
Retirement
1
$17.8M assets
Welfare
2
$1.7M premiums
Participants
687
108 INDEPENDENCE WAY - COATESVILLE, PA 19320610-380-0244aerzenusa.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.7M premiums / 887 covered livesCarrier market share
Premium dollars by Schedule A carrier
35%top
- UNITED STATES FIRE INSURANCE COMPANY35%
- UNITEDHEALTHCARE INSURANCE COMPANY34%
- UNUM LIFE INSURANCE COMPANY OF AMERICA15%
- METROPOLITAN LIFE INSURANCE COMPANY14%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
97%top
- MARSH & MCLENNAN AGENCY LLC97%
- MCCLELLAN, DAVID J3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AERZEN USA CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$17.8M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
AERZEN USA CORP. GROUP MEDICAL PLAN
Self Funded - CRUM & FORSTER
Premiums$1.2M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
AERZEN USA CORP. GROUP INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$531K
Covered lives682
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AERZEN USA CORP. 401(K) PROFIT SHARING PLAN | 401k | $17.8M | 255 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | AERZEN USA CORP. GROUP MEDICAL PLAN | Self Funded | CRUM & FORSTER | $1.2M | 205 | 2025 | |
| 501 | AERZEN USA CORP. GROUP INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $531K | 682 | 2025 |
Retirement plans
Welfare plans