Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POWERTRAIN ROCKFORD, INC.
EIN 36-3585049Latest filing 2025
Plans
3
Retirement
2
$45.3M assets
Welfare
1
$3.1M premiums
Participants
982
1200 WINDSOR ROAD - LOVES PARK, IL 61111815-633-7460
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $45.3M assets / 733 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.1M premiums / 336 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
89%top
- UNITEDHEALTHCARE INSURANCE COMPANY89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
- EYEMED VISION CARE1%
- ARAG INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WALTERSCHEID 401(K) RETIREMENT PLAN
401k
Assets$28.2M
Participants400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PEN AGREEMENT ROCKFORD POWERTRAIN INC & UAW AND ITS LOCAL 803
TraditionalDB
Assets$17.1M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
POWERTRAIN ROCKFORD WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.1M
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WALTERSCHEID 401(K) RETIREMENT PLAN | 401k | $28.2M | 400 | 2024 | |
| 001 | PEN AGREEMENT ROCKFORD POWERTRAIN INC & UAW AND ITS LOCAL 803 | TraditionalDB | $17.1M | 333 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | POWERTRAIN ROCKFORD WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $3.1M | 336 | 2025 |
Retirement plans
Welfare plans