PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CONTINENTAL GLOBAL MATERIAL HAND
Sponsor portfolio

CONTINENTAL GLOBAL MATERIAL HAND

EIN 34-1603197-Manufacturing-Latest filing 2024
Plans
6
Retirement
2
$16.1M assets
Welfare
4
$3.3M premiums
Participants
1,307
438 INDUSTRIAL DRIVE, PO BOX 400 - WINFIELD, AL 35594205-487-1970
Plans on this EIN
6 filings
#001401k-$11.1M - 101 part#002401k-$4.9M - 197 part#501Fully Insured-$3.0M - 546 lives#504Fully Insured-$261K - 480 lives#503Fully Insured-$49K - 233 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $16.1M assets / 298 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • MATERIAL HANDLING 401(K) (#001)69%
  • FACTORY EMPLOYEES' 401( (#002)31%
Total $16.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • (Not disclosed)69%
  • ADP BROKER-DEALER31%
Total $16.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FACTORY EMPLOYEES' 401( (#002)197
  • MATERIAL HANDLING 401(K) (#001)101
Total 298Click row to drill in

Benefits portfolio analytics

4 plans / $3.3M premiums / 1,259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Health$2.3M
  • Prescription drug$2.3M
  • Life$261K
  • Short-term disability$261K
  • Long-term disability$261K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • UNITED AMERICAN INSURANCE COMPANY20%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
  • STANDARD INSURANCE COMPANY1%
  • EYEMED VISION CARE0%
Total $3.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • DKC CONSULTING, INC.41%
  • KYLE WILLIAMS21%
  • LAKESHORE BENEFIT ALLIANCE LLC20%
  • SURETY MARKETING15%
  • LBA SERVICE LLC3%
  • +1 more
Total $202K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONTINENTAL GLOBAL MATERIAL HANDLING 401(K) PLAN

401k

Assets$11.1M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONTINENTAL GLOBAL MATERIAL HANDLING FACTORY EMPLOYEES' 401(

401k

Assets$4.9M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONTINENTAL GLOBAL MATERIAL HANDLING HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ALABAMA

Premiums$3.0M
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CONTINENTAL GLOBAL MATERIAL HANDLING LIFE AND DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$261K
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CONTINENTAL GLOBAL MATERIAL HANDLING VISION PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$49K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CONTINENTAL GLOBAL MATERIAL HANDLING DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONTINENTAL GLOBAL MATERIAL HANDLING 401(K) PLAN401k$11.1M1012024
002CONTINENTAL GLOBAL MATERIAL HANDLING FACTORY EMPLOYEES' 401(401k$4.9M1972024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONTINENTAL GLOBAL MATERIAL HANDLING HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF ALABAMA$3.0M5462024
504CONTINENTAL GLOBAL MATERIAL HANDLING LIFE AND DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$261K4802024
503CONTINENTAL GLOBAL MATERIAL HANDLING VISION PLANFully InsuredSTANDARD INSURANCE COMPANY$49K2332024
502CONTINENTAL GLOBAL MATERIAL HANDLING DENTAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica