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Sponsor portfolio

CLIFFORD-JACOBS FORGING COMPANY

EIN 37-0220380-Manufacturing-Latest filing 2025
Plans
5
Retirement
4
$10.4M assets
Welfare
1
$1.9M premiums
Participants
280
P.O. BOX 830 - CHAMPAIGN, IL 618240830217-352-5172LinkedIn1-10 employees
Plans on this EIN
5 filings
#001TraditionalDB-$4.6M - 40 part#005401k-$4.1M - 63 part#002TraditionalDB-$881K - 32 part#006401k-$834K - 61 part#501Fully Insured-$1.9M - 197 lives

Retirement portfolio analytics

4 plans aggregated / $10.4M assets / 196 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • COMPANY RETIREMENT PLAN (#001)44%
  • SHARING AND 401(K) (#005)39%
  • FORGING COMPANY PENSION (#002)8%
  • COMPANY UNION 401(K) (#006)8%
Total $10.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND 401(K) (#005)63
  • COMPANY UNION 401(K) (#006)61
  • COMPANY RETIREMENT PLAN (#001)40
  • FORGING COMPANY PENSION (#002)32
Total 196Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Health$1.8M
  • Dental$1.8M
  • Prescription drug$1.8M
  • Vision$58K
  • Life$58K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • DEARBORN LIFE INSURANCE COMPANY3%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $84K1 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

CLIFFORD-JACOBS FORGING COMPANY RETIREMENT PLAN

TraditionalDB

Assets$4.6M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

CLIFFORD-JACOBS FORGING COMPANY PROFIT SHARING AND 401(K) PLAN

401k

Assets$4.1M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN

TraditionalDB

Assets$881K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

CLIFFORD-JACOBS FORGING COMPANY UNION 401(K) PLAN

401k

Assets$834K
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLIFFORD-JACOBS FORGING COMPANY WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.9M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001CLIFFORD-JACOBS FORGING COMPANY RETIREMENT PLANTraditionalDB$4.6M402024
005CLIFFORD-JACOBS FORGING COMPANY PROFIT SHARING AND 401(K) PLAN401k$4.1M632025
002CLIFFORD-JACOBS FORGING COMPANY PENSION PLANTraditionalDB$881K322024
006CLIFFORD-JACOBS FORGING COMPANY UNION 401(K) PLAN401k$834K612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLIFFORD-JACOBS FORGING COMPANY WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.9M1972025
Retirement plans
Welfare plans
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