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Sponsor portfolio

GEORGE FISCHER CORPORATION

EIN 38-1574205-Latest filing 2025
Plans
2
Retirement
1
$60.0M assets
Welfare
1
$1.4M premiums
Participants
1,524
9271 JERONIMO ROAD - IRVINE, CA 92618847-955-7172
Plans on this EIN
2 filings
#001401k-$60.0M - 291 part#501Mixed-$1.4M - 1,233 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Vision$120K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA91%
  • VISION SERVICE PLAN9%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $100K1 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

GF MACHINING SOLUTIONS RETIREMENT SAVINGS PLAN

401k

Assets$60.0M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GEORG FISCHER US HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.4M
Covered lives1,233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GF MACHINING SOLUTIONS RETIREMENT SAVINGS PLAN401k$60.0M2912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GEORG FISCHER US HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.4M1,2332025
Retirement plans
Welfare plans
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