Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolioTH
A.M. CASTLE & CO.
EIN 36-0879160Latest filing 2025
Plans
3
Retirement
2
$201.1M assets
Welfare
1
$2.2M premiums
Participants
1,721
1420 KENSINGTON ROAD, SUITE 220 - OAK BROOK, IL 605233909847-455-7111
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $201.1M assets / 1,193 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 1,638 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Dental$909K
- Stop-loss$909K
- Life$593K
- Short-term disability$593K
- Long-term disability$593K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
41%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY41%
- METROPOLITAN LIFE INSURANCE COMPANY31%
- KAISER FOUNDATION HEALTH PLAN INC24%
- EYEMED VISION CARE2%
- CURALINC HEALTHCARE1%
- +1 more
Broker market share
Schedule A broker compensation
87%top
- PLANSOURCE BENEFITS ADMINISTRATION87%
- ASSUREDPARTNERS13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN
401k
Assets$101.5M
Participants645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO.
TraditionalDB
Assets$99.5M
Participants548
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A.M. CASTLE & CO. EMPLOYEE WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.2M
Covered lives1,638
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A. M. CASTLE & CO. 401(K) SAVINGS AND RETIREMENT PLAN | 401k | $101.5M | 645 | 2024 | |
| 001 | PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. | TraditionalDB | $99.5M | 548 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A.M. CASTLE & CO. EMPLOYEE WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.2M | 1,638 | 2025 |
Retirement plans
Welfare plans