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  2. NATIONAL LIME & STONE COMPANY
Sponsor portfolio

NATIONAL LIME & STONE COMPANY

EIN 34-4312430-mining & metals-Latest filing 2025
Plans
5
Retirement
2
$94.6M assets
Welfare
3
$307K premiums
Participants
1,948
551 LAKE CASCADES PARKWAY - FINDLAY, OH 458390120419-422-4341natlime.comLinkedIn201-500 employeesmining & metals
Plans on this EIN
5 filings
#003401k-$52.8M - 465 part#002TraditionalDB-$41.8M - 414 part#502Fully Insured-$307K - 363 lives#501Self Funded-0 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $94.6M assets / 879 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • COMPANY EMPLOYEES' 401(K) (#003)56%
  • PLAN AND TRUST (#002)44%
Total $94.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • CHARLES SCHWAB & CO., INC.56%
  • (Not disclosed)44%
Total $94.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY EMPLOYEES' 401(K) (#003)465
  • PLAN AND TRUST (#002)414
Total 879Click row to drill in

Benefits portfolio analytics

3 plans / $307K premiums / 363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$178K
  • Other$178K
  • Short-term disability$129K
  • Long-term disability$129K
Total $307K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $307K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN

401k

Assets$52.8M
Participants465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST

TraditionalDB

Assets$41.8M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NATIONAL LIME & STONE COMPANY GROUP INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$307K
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501

NATIONAL LIME & STONE COMPANY HOSPITAL AND PHYSICIAN EXPENSE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NATIONAL LIME & STONE COMPANY PRETAX PREMIUM PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN401k$52.8M4652024
002NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUSTTraditionalDB$41.8M4142024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NATIONAL LIME & STONE COMPANY GROUP INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$307K3632025
501NATIONAL LIME & STONE COMPANY HOSPITAL AND PHYSICIAN EXPENSE PLANSelf Funded-$002025
503NATIONAL LIME & STONE COMPANY PRETAX PREMIUM PLANSelf Funded-$002025
Retirement plans
Welfare plans
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