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  2. URSCHEL LABORATORIES, INC.
Sponsor portfolioTH

URSCHEL LABORATORIES, INC.

EIN 35-0726105-machinery-Latest filing 2025
Plans
3
Retirement
2
$556.9M assets
Welfare
1
$317K premiums
Participants
1,625
1200 CUTTING EDGE DRIVE - CHESTERTON, IN 46304219-464-4811LinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#003ESOP-$432.4M - 504 part#002401k-$124.4M - 555 part#503Mixed-$317K - 716 lives

Retirement portfolio analytics

2 plans aggregated / $556.9M assets / 1,059 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • EMPLOYEE STOCK OWNERSHIP (#003)78%
  • PLAN AND TRUST (#002)22%
Total $556.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)555
  • EMPLOYEE STOCK OWNERSHIP (#003)504
Total 1,059Click row to drill in

Benefits portfolio analytics

1 plan / $317K premiums / 716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$223K
  • Other$156K
  • Long-term disability$152K
  • Vision$88K
  • Health$2K
  • Prescription drug$2K
Total $317K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA70%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA28%
  • ALLONE HEALTH1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $317K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MJ INSURANCE87%
  • WATCHTOWER BENEFITS, LLC13%
Total $29K2 slices

Plan deep-dives

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

URSCHEL LABORATORIES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$432.4M
Participants504
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

URSCHEL LABORATORIES, INC. 401(K) SAVINGS PLAN AND TRUST

401k

Assets$124.4M
Participants555
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

URSCHEL LABORATORIES, INC. PLAN OF GROUP INSURANCE

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$317K
Covered lives716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003URSCHEL LABORATORIES EMPLOYEE STOCK OWNERSHIP PLANESOP$432.4M5042024
002URSCHEL LABORATORIES, INC. 401(K) SAVINGS PLAN AND TRUST401k$124.4M5552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503URSCHEL LABORATORIES, INC. PLAN OF GROUP INSURANCEMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$317K7162025
Retirement plans
Welfare plans
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