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Sponsor portfolioTH

MID-WEST FORGE CORPORATION

EIN 34-6510647-automotive-Latest filing 2025
Plans
5
Retirement
4
$26.9M assets
Welfare
1
$3.1M premiums
Participants
530
2778 SOM CENTER ROAD, SUITE 200 - WILLOUGHBY HILLS, OH 44094216-481-3030mid-westforge.comLinkedIn51-200 employeesautomotive
Plans on this EIN
5 filings
#001TraditionalDB-$18.1M - 141 part#003401k-$6.9M - 81 part#004401k-$1.5M - 94 part#005401k-$358K - 12 part#501Fully Insured-$3.1M - 207 lives

Retirement portfolio analytics

4 plans aggregated / $26.9M assets / 328 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • BARGAINING UNIT PENSION (#001)67%
  • PROFIT SHARING PLAN (#003)26%
  • FORGE BOILERMAKERS 401(K) (#004)5%
  • DIE ROOM 401(K) (#005)1%
Total $26.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARGAINING UNIT PENSION (#001)141
  • FORGE BOILERMAKERS 401(K) (#004)94
  • PROFIT SHARING PLAN (#003)81
  • DIE ROOM 401(K) (#005)12
Total 328Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Vision$2.9M
  • Prescription drug$2.9M
  • Life$202K
  • Short-term disability$202K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MEDICAL MUTUAL93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • THE JAMES B OSWALD COMPANY48%
  • CBIZ BENEFITS & INSURANCE SERVICES37%
  • CENTRO BENEFITS RESEARCH LLC15%
Total $120K3 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

MID-WEST FORGE CORPORATION BARGAINING UNIT PENSION PLAN

TraditionalDB

Assets$18.1M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

MID-WEST FORGE CORPORATION 401K PROFIT SHARING PLAN

401k

Assets$6.9M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

MID-WEST FORGE BOILERMAKERS 401(K) PLAN

401k

Assets$1.5M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

MID-WEST FORGE DIE ROOM 401(K) PLAN

401k

Assets$358K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MID WEST FORGE GROUP HEALTHCARE PLAN

Fully Insured - MEDICAL MUTUAL OF OHIO

Premiums$3.1M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001MID-WEST FORGE CORPORATION BARGAINING UNIT PENSION PLANTraditionalDB$18.1M1412025
003MID-WEST FORGE CORPORATION 401K PROFIT SHARING PLAN401k$6.9M812024
004MID-WEST FORGE BOILERMAKERS 401(K) PLAN401k$1.5M942024
005MID-WEST FORGE DIE ROOM 401(K) PLAN401k$358K122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MID WEST FORGE GROUP HEALTHCARE PLANFully InsuredMEDICAL MUTUAL OF OHIO$3.1M2072025
Retirement plans
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