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  2. AMSTED INDUSTRIES, INC.
Sponsor portfolioTH

AMSTED INDUSTRIES, INC.

EIN 36-0730380-mechanical or industrial engineering-Latest filing 2025
Plans
7
Retirement
5
$4.75B assets
Welfare
2
$3.5M premiums
Participants
25,901
111 SOUTH WACKER DR., SUITE 4400 - CHICAGO, IL 60606312-645-1700amsted.comLinkedIn10001+ employeesmechanical or industrial engineering
Plans on this EIN
7 filings
#004ESOP-$3.70B - 9,167 part#002401k-$834.8M - 6,992 part#026TraditionalDB-$140.7M - 2,052 part#080401k-$71.3M - 1,607 part#124401k-$292K - 7 part#501Mixed-$3.5M - 5,637 lives#502Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $4.75B assets / 19,825 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • EMPLOYEES' STOCK OWNERSHIP (#004)78%
  • CAPITAL ACCUMULATION PLAN (#002)18%
  • DEFINED BENEFIT PENSION (#026)3%
  • FOR BARGAINING EMPLOYEES (#080)2%
  • JOINT VENTURE EMPLOYEES (#124)0%
Total $4.75BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' STOCK OWNERSHIP (#004)9,167
  • CAPITAL ACCUMULATION PLAN (#002)6,992
  • DEFINED BENEFIT PENSION (#026)2,052
  • FOR BARGAINING EMPLOYEES (#080)1,607
  • JOINT VENTURE EMPLOYEES (#124)7
Total 19,825Click row to drill in

Benefits portfolio analytics

2 plans / $3.5M premiums / 5,637 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.4M
  • Long-term disability$834K
  • Health$121K
  • Other$103K
  • Short-term disability$52K
Total $3.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • DEARBORN LIFE INSURANCE COMPANY69%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA24%
  • FOUR EVER LIFE INSURANCE COMPANY3%
  • HEALTHYROADS3%
  • TRUSTMARK INSURANCE COMPANY1%
  • +1 more
Total $3.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • DONALD BECKERLE0%
Total $2K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

AMSTED INDUSTRIES INCORPORATED EMPLOYEES' STOCK OWNERSHIP PLAN

ESOP

Assets$3.70B
Participants9,167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMSTED INDUSTRIES EMPLOYEES CAPITAL ACCUMULATION PLAN

401k

Assets$834.8M
Participants6,992
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#026

AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$140.7M
Participants2,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#080

AMSTED RETIREMENT SAVINGS PLAN FOR BARGAINING EMPLOYEES

401k

Assets$71.3M
Participants1,607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#124

AMSTED INDUSTRIES 401(K) PLAN FOR JOINT VENTURE EMPLOYEES

401k

Assets$292K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMSTED INDUSTRIES INCORPORATED WELFARE BENEFITS

Mixed - DEARBORN LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives5,637
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN

Self Funded

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

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
004AMSTED INDUSTRIES INCORPORATED EMPLOYEES' STOCK OWNERSHIP PLANESOP$3.70B9,1672025
002AMSTED INDUSTRIES EMPLOYEES CAPITAL ACCUMULATION PLAN401k$834.8M6,9922025
026AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLANTraditionalDB$140.7M2,0522025
080AMSTED RETIREMENT SAVINGS PLAN FOR BARGAINING EMPLOYEES401k$71.3M1,6072025
124AMSTED INDUSTRIES 401(K) PLAN FOR JOINT VENTURE EMPLOYEES401k$292K72025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMSTED INDUSTRIES INCORPORATED WELFARE BENEFITSMixedDEARBORN LIFE INSURANCE COMPANY$3.5M5,6372025
502AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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