Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ERVIN INDUSTRIES, INC.
EIN 38-0522445mining & metalsLatest filing 2025
Plans
6
Retirement
4
$93.2M assets
Welfare
2
$10.7M premiums
Participants
826
3893 RESEARCH PARK DRIVE - ANN ARBOR, MI 48108734-769-4600ervinindustries.comLinkedIn51-200 employeesmining & metals
Retirement portfolio analytics
4 plans aggregated / $93.2M assets / 460 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
56%top
- ASCENSUS LLC56%
- (Not disclosed)44%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $10.7M premiums / 1,394 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.3M
- Life$429K
- Other$429K
- Short-term disability$264K
- Long-term disability$165K
Carrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
84%top
- BETHANY L. PAGNANI84%
- GALLAGHER BENEFIT SERVICES, INC.16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ERVIN INDUSTRIES, INC. EMPLOYEE PROFIT SHARING PLAN
401k
Assets$52.0M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ERVIN INDUSTRIES, INC. PENSION PLAN FOR SALARIED, NON-UNION EMPLOYEES
TraditionalDB
Assets$18.7M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ERVIN INDUSTRIES, INC. PENSION PLAN FOR HOURLY PAID EMPLOYEES
TraditionalDB
Assets$15.5M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ERVIN INDUSTRIES UNION 401(K) PLAN
401k
Assets$7.1M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522
WRAP WELFARE PLAN FOR UNION EMPLOYEES
Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$5.4M
Covered lives697
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521
WRAP WELFARE PLAN FOR NON-UNION EMPLOYEES
Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$5.3M
Covered lives697
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ERVIN INDUSTRIES, INC. EMPLOYEE PROFIT SHARING PLAN | 401k | $52.0M | 180 | 2024 | |
| 004 | ERVIN INDUSTRIES, INC. PENSION PLAN FOR SALARIED, NON-UNION EMPLOYEES | TraditionalDB | $18.7M | 83 | 2024 | |
| 003 | ERVIN INDUSTRIES, INC. PENSION PLAN FOR HOURLY PAID EMPLOYEES | TraditionalDB | $15.5M | 90 | 2024 | |
| 005 | ERVIN INDUSTRIES UNION 401(K) PLAN | 401k | $7.1M | 107 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 522 | WRAP WELFARE PLAN FOR UNION EMPLOYEES | Mixed | BLUE CROSS BLUE SHIELD OF MICHIGAN | $5.4M | 697 | 2025 | |
| 521 | WRAP WELFARE PLAN FOR NON-UNION EMPLOYEES | Mixed | BLUE CROSS BLUE SHIELD OF MICHIGAN | $5.3M | 697 | 2025 |
Retirement plans
Welfare plans