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  1. Companies/
  2. Powertrain Rockford, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Powertrain Rockford, Inc.

EIN 36-3585049-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$43.9M assets
Health & Benefits
1
$3.1M premiums
Participants
957
1200 WINDSOR ROAD - LOVES PARK, IL 61107815-633-7460
Plans on this EIN
3 filings
#002401(k)-$26.7M - 375 part#001Traditional DB-$17.1M - 333 part#501Mixed-$3.1M - 336 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $43.9M assets / 708 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#002)$26.7M
  • ITS LOCAL 803 (#001)$17.1M
Total $43.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)375
  • ITS LOCAL 803 (#001)333
Total 708Select a row to open it

Benefits portfolio analytics

1 plan / $3.1M premiums / 336 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Prescription drug$2.7M
  • Other$297K
  • Life$293K
  • Long-term disability$293K
  • +1 more
Total $3.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

WALTERSCHEID 401(K) RETIREMENT PLAN

401(k)

Assets$26.7M
Participants375
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PEN AGREEMENT ROCKFORD POWERTRAIN INC & UAW AND ITS LOCAL 803

Traditional DB

Assets$17.1M
Participants333
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

POWERTRAIN ROCKFORD WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.1M
Covered lives336
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WALTERSCHEID 401(K) RETIREMENT PLAN401(k)$26.7M3752025
#001PEN AGREEMENT ROCKFORD POWERTRAIN INC & UAW AND ITS LOCAL 803Traditional DB$17.1M3332024
  • WALTERSCHEID 401(K) RETIREMENT PLAN$26.7M
    #002 · 401(k) · 2025375
  • PEN AGREEMENT ROCKFORD POWERTRAIN INC & UAW AND ITS LOCAL 803$17.1M
    #001 · Traditional DB · 2024333

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501POWERTRAIN ROCKFORD WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.1M3362025
  • POWERTRAIN ROCKFORD WELFARE BENEFIT PLAN$3.1M
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025336
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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