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AMSTED INDUSTRIES INCORPORATED

EIN 36-0730380-mechanical or industrial engineering-Latest filing 2024
Plans
7
Retirement
5
$5.42B assets
Welfare
2
$3.6M premiums
Participants
27,191
111 SOUTH WACKER DR., SUITE 4400 - CHICAGO, IL 60606312-645-1700amsted.comLinkedIn10001+ employeesmechanical or industrial engineering
Plans on this EIN
7 filings
#004ESOP-$4.44B - 9,365 part#002401k-$761.6M - 7,293 part#026TraditionalDB-$147.2M - 2,099 part#080401k-$69.5M - 1,822 part#124401k-$211K - 8 part#501Mixed-$3.3M - 5,653 lives#502Fully Insured-$266K - 993 lives

Retirement portfolio analytics

5 plans aggregated / $5.42B assets / 20,587 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEES' STOCK OWNERSHIP (#004)82%
  • CAPITAL ACCUMULATION PLAN (#002)14%
  • DEFINED BENEFIT PENSION (#026)3%
  • FOR BARGAINING EMPLOYEES (#080)1%
  • JOINT VENTURE EMPLOYEES (#124)0%
Total $5.42BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' STOCK OWNERSHIP (#004)9,365
  • CAPITAL ACCUMULATION PLAN (#002)7,293
  • DEFINED BENEFIT PENSION (#026)2,099
  • FOR BARGAINING EMPLOYEES (#080)1,822
  • JOINT VENTURE EMPLOYEES (#124)8
Total 20,587Click row to drill in

Benefits portfolio analytics

2 plans / $3.6M premiums / 6,646 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.6M
  • Long-term disability$776K
  • Health$101K
  • Other$84K
  • Short-term disability$60K
Total $3.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • DEARBORN LIFE INSURANCE COMPANY72%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA22%
  • FOUR EVER LIFE INSURANCE COMPANY3%
  • UNIMERICA INSURANCE COMPANY2%
  • TRUSTMARK INSURANCE COMPANY2%
  • +1 more
Total $3.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • DONALD A BECKERLE0%
Total $162 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$4.44B
Participants9,365
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$761.6M
Participants7,293
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$147.2M
Participants2,099
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$69.5M
Participants1,822
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$211K
Participants8
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$3.3M
Covered lives5,653
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$266K
Covered lives993
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
004AMSTED INDUSTRIES INCORPORATED EMPLOYEES' STOCK OWNERSHIP PLANESOP$4.44B9,3652024
002AMSTED INDUSTRIES EMPLOYEES CAPITAL ACCUMULATION PLAN401k$761.6M7,2932024
026AMSTED INDUSTRIES INCORPORATED DEFINED BENEFIT PENSION PLANTraditionalDB$147.2M2,0992024
080AMSTED RETIREMENT SAVINGS PLAN FOR BARGAINING EMPLOYEES401k$69.5M1,8222024
124AMSTED INDUSTRIES 401(K) PLAN FOR JOINT VENTURE EMPLOYEES401k$211K82024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMSTED INDUSTRIES INCORPORATED WELFARE BENEFITSMixedDEARBORN LIFE INSURANCE COMPANY$3.3M5,6532024
502AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$266K9932024
Retirement plans
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