Assets by plan
Share of aggregate retirement assets
- AND INVESTMENT PLAN (#004)$113.6M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $131.4M assets / 1,527 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.0M premiums / 1,050 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Traditional DB
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SLOAN VALVE COMPANY SAVINGS AND INVESTMENT PLAN | 401(k) | $113.6M | 1,108 | 2025 |
| #002 | SLOAN VALVE COMPANY EMPLOYEES' PENSION PLAN | Traditional DB | $10.5M | 207 | 2025 |
| #001 | SLOAN VALVE COMPANY FACTORY EMPLOYEES' AMENDED PENSION PLAN | Traditional DB | $7.4M | 212 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SLOAN VALVE COMPANY GROUP INSURANCE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.0M | 1,050 | 2025 |