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Sponsor portfolio

SCOT FORGE COMPANY

EIN 36-2911912-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$1.49B assets
Welfare
1
$421K premiums
Participants
1,782
8001 WINN ROAD - SPRING GROVE, IL 600819687815-675-4237scotforge.comLinkedIn201-500 employeesmining & metals
Plans on this EIN
3 filings
#002ESOP-$1.43B - 514 part#003401k-$63.2M - 600 part#506Mixed-$421K - 664 lives

Retirement portfolio analytics

2 plans aggregated / $1.49B assets / 1,114 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • EMPLOYEE STOCK OWNERSHIP (#002)96%
  • FORGE COMPANY 401(K) (#003)4%
Total $1.49BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • (Not disclosed)96%
  • AMERICAN UNITED LIFE INSURANCE CO4%
Total $1.49BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FORGE COMPANY 401(K) (#003)600
  • EMPLOYEE STOCK OWNERSHIP (#002)514
Total 1,114Click row to drill in

Benefits portfolio analytics

1 plan / $421K premiums / 664 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$359K
  • Long-term disability$359K
  • Other$359K
  • Vision$63K
Total $421K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA85%
  • VISION SERVICE PLAN15%
Total $421K2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • JAMES R NELLIGAN & ASSOCIATES LLC53%
  • HUB INTERNATIONAL MIDWEST LIMITED47%
Total $54K2 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

SCOT FORGE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.43B
Participants514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SCOT FORGE COMPANY 401(K) PLAN

401k

Assets$63.2M
Participants600
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

SCOT FORGE HEALTH & WELFARE BENEFIT PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$421K
Covered lives664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCOT FORGE COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$1.43B5142024
003SCOT FORGE COMPANY 401(K) PLAN401k$63.2M6002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506SCOT FORGE HEALTH & WELFARE BENEFIT PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$421K6642025
Retirement plans
Welfare plans
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