PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SCOT FORGE COMPANY
Sponsor portfolio

SCOT FORGE COMPANY

EIN 36-2911912-mining & metals-Latest filing 2024
Plans
3
Retirement
2
$1.49B assets
Welfare
1
$355K premiums
Participants
1,665
8001 WINN ROAD - SPRING GROVE, IL 60081815-675-4230scotforge.comLinkedIn201-500 employeesmining & metals
Plans on this EIN
3 filings
#002ESOP-$1.43B - 514 part#003401k-$63.2M - 600 part#506Mixed-$355K - 548 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 / $355K premiums / 548 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$296K
  • Long-term disability$296K
  • Other$296K
  • Vision$59K
Total $355K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA83%
  • VISION SERVICE PLAN17%
Total $355K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • JAMES R NELLIGAN & ASSOCIATES LLC74%
  • HUB INTERNATIONAL MIDWEST LIMITED26%
Total $32K2 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$355K
Covered lives548
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$355K5482024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica