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Sponsor portfolio

BETZ INDUSTRIES, INC.

EIN 38-1243090-mechanical or industrial engineering-Latest filing 2024
Plans
3
Retirement
2
$33.7M assets
Welfare
1
$2.2M premiums
Participants
758
2121 BRISTOL AVENUE, N.W. - GRAND RAPIDS, MI 495041403616-453-4429betzindustries.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#002401k-$17.5M - 174 part#001TraditionalDB-$16.2M - 190 part#501Mixed-$2.2M - 394 lives

Retirement portfolio analytics

2 plans aggregated / $33.7M assets / 364 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • INC. RETIREMENT Savings (#002)52%
  • BETZ INDUSTRIES PENSION (#001)48%
Total $33.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BETZ INDUSTRIES PENSION (#001)190
  • INC. RETIREMENT Savings (#002)174
Total 364Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 394 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$115K
  • Other$76K
  • Life$53K
  • Long-term disability$23K
Total $2.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • PRIORITY HEALTH90%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • MMA SERVICE CORP5%
  • NFP INSURANCE SERVICES INC1%
Total $118K3 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

BETZ INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$17.5M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BETZ INDUSTRIES PENSION PLAN

TraditionalDB

Assets$16.2M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BETZ INDUSTRIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - PRIORITY HEALTH

Premiums$2.2M
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BETZ INDUSTRIES, INC. RETIREMENT SAVINGS PLAN401k$17.5M1742024
001BETZ INDUSTRIES PENSION PLANTraditionalDB$16.2M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BETZ INDUSTRIES, INC. EMPLOYEE BENEFITS PLANMixedPRIORITY HEALTH$2.2M3942024
Retirement plans
Welfare plans
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