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Sponsor portfolio

SMALLEY STEEL RING CO

EIN 36-2517995-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$100.1M assets
Welfare
1
$7.5M premiums
Participants
1,336
555 OAKWOOD ROAD - LAKE ZURICH, IL 600471558847-719-5900
Plans on this EIN
2 filings
#002401k-$100.1M - 772 part#550Fully Insured-$7.5M - 820 lives

Benefits portfolio analytics

1 plan / $7.5M premiums / 820 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.0M
  • Dental$7.0M
  • Prescription drug$7.0M
  • Life$153K
  • Short-term disability$148K
  • Long-term disability$77K
  • +2 more
Total $7.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • EYEMED VISION CARE0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $7.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • LOCKTON COMPANIES, LLC8%
  • ALLIANT INSURANCE SERVICES, INC.0%
Total $175K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMALLEY USA 401K RETIREMENT SAVINGS PLAN

401k

Assets$100.1M
Participants772
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

SMALLEY STEEL RING COMPANY HEALTH & WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$7.5M
Covered lives820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SMALLEY USA 401K RETIREMENT SAVINGS PLAN401k$100.1M7722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550SMALLEY STEEL RING COMPANY HEALTH & WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$7.5M8202025
Retirement plans
Welfare plans
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