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Sponsor portfolio

GORDON ALUMINUM INDUSTRIES, INC.

EIN 38-1567449-mining & metals-Latest filing 2024
Plans
3
Retirement
2
$6.8M assets
Welfare
1
$196K premiums
Participants
472
1000 MASON STREET - SCHOFIELD, WI 54476715-359-6101gordonaluminum.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
3 filings
#003401k-$3.9M - 230 part#002401k-$2.9M - 67 part#502Mixed-$196K - 139 lives

Retirement portfolio analytics

2 plans aggregated / $6.8M assets / 297 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • HOURLY SUPPLEMENTAL Savings (#003)57%
  • INDUSTRIES, INC. 401(K) (#002)43%
Total $6.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY57%
  • (Not disclosed)43%
Total $6.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOURLY SUPPLEMENTAL Savings (#003)230
  • INDUSTRIES, INC. 401(K) (#002)67
Total 297Click row to drill in

Benefits portfolio analytics

1 plan / $196K premiums / 139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$133K
  • Life$95K
  • Short-term disability$95K
  • Long-term disability$95K
  • Dental$50K
  • Vision$13K
Total $196K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY49%
  • DELTA DENTAL OF CALIFORNIA26%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA17%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • ASPIRUS EMPLOYEE ASSISTANCE SERVICES3%
Total $196K5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • M3 INSURANCE SOLUTIONS INC82%
  • VALUE ADDED SOLUTIONS6%
  • ERICK TAVAREZ4%
  • JODY ANN WALL3%
  • MARK HOLZINGER2%
  • +3 more
Total $22K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

GORDON ALUMINUM INDUSTRIES, INC. HOURLY SUPPLEMENTAL SAVINGS PLAN

401k

Assets$3.9M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GORDON ALUMINUM INDUSTRIES, INC. 401(K) PLAN

401k

Assets$2.9M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GORDON ALUMINUM INDUSTRIES, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURACE COMPANY

Premiums$196K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003GORDON ALUMINUM INDUSTRIES, INC. HOURLY SUPPLEMENTAL SAVINGS PLAN401k$3.9M2302024
002GORDON ALUMINUM INDUSTRIES, INC. 401(K) PLAN401k$2.9M672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GORDON ALUMINUM INDUSTRIES, INC. EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURACE COMPANY$196K1392024
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