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Sponsor portfolio

ANDERSON LOCK COMPANY, LTD

EIN 36-2874822-facilities services-Latest filing 2025
Plans
4
Retirement
2
$13.0M assets
Welfare
2
$138K premiums
Participants
398
850 EAST OAKTON - DES PLAINES, IL 60018847-824-2800andersonlock.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
4 filings
#001ProfitSharing-$11.2M - 103 part#002CashBalance-$1.8M - 90 part#502Fully Insured-$138K - 104 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $13.0M assets / 193 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • RETIREMENT PLAN TRUST (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $13.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN TRUST (#001)103
  • CASH BALANCE PLAN (#002)90
Total 193Click row to drill in

Benefits portfolio analytics

2 plans / $138K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$138K
  • Vision$138K
  • Life$138K
  • Short-term disability$138K
  • Long-term disability$138K
  • Other$138K
Total $138K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $138K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RSC INSURANCE BROKERAGE INC100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ANDERSON LOCK COMPANY, LTD. EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN TRUST

ProfitSharing

Assets$11.2M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANDERSON LOCK COMPANY, LTD. CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ANDERSON LOCK COMPANY WELFARE BENEFITS PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$138K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ANDERSON LOCK COMPANY GROUP HEALTH BENEFIT PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANDERSON LOCK COMPANY, LTD. EMPLOYEES' PROFIT SHARING AND RETIREMENT PLAN TRUSTProfitSharing$11.2M1032024
002ANDERSON LOCK COMPANY, LTD. CASH BALANCE PLANCashBalance$1.8M902024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ANDERSON LOCK COMPANY WELFARE BENEFITS PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$138K1042025
501ANDERSON LOCK COMPANY GROUP HEALTH BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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