Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KLOCKNER METALS CORPORATION
EIN 38-2046626ManufacturingLatest filing 2025
Plans
5
Retirement
3
$522.5M assets
Welfare
2
$2.0M premiums
Participants
7,169
500 COLONIAL CENTER PKWY, STE. 500 - ROSWELL, GA 30076678-259-8800
Retirement portfolio analytics
3 plans aggregated / $522.5M assets / 4,990 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.0M premiums / 2,139 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.0M
- Other$381K
- Long-term disability$359K
- Health$158K
- Short-term disability$36K
- Dental$31K
Carrier market share
Premium dollars by Schedule A carrier
80%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA80%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
- HAWAII MEDICAL SERVICE ASSOCIATION8%
- UNITED CONCORDIA INSURANCE COMPANY2%
- AETNA LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
95%top
- ACRISURE LLC95%
- JAMES W. MOORADIAN2%
- EDGEWOOD PARTNERS INSURANCE CENTER1%
- LESLIE A SCHNEIDER1%
- DWIGHT L PIERCE0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KLOECKNER METALS 401(K) PLAN
401k
Assets$321.7M
Participants2,955
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KLOECKNER METALS DEFINED BENEFIT PLAN
TraditionalDB
Assets$184.6M
Participants1,867
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NAMASCO RETIREMENT PLAN FOR THE DUBUQUE WAREHOUSE EMPLOYEES OF THE STEEL WAREHOUSING DIVISION
TraditionalDB
Assets$16.1M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
KLOECKNER METALS WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$2.0M
Covered lives2,107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
MACSTEEL RETIREE MASTER HEALTH AND WELFARE PLAN
Mixed - UNITED CONCORDIA INSURANCE COMPANY
Premiums$37K
Covered lives32
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLOECKNER METALS 401(K) PLAN | 401k | $321.7M | 2,955 | 2025 | |
| 002 | KLOECKNER METALS DEFINED BENEFIT PLAN | TraditionalDB | $184.6M | 1,867 | 2025 | |
| 003 | NAMASCO RETIREMENT PLAN FOR THE DUBUQUE WAREHOUSE EMPLOYEES OF THE STEEL WAREHOUSING DIVISION | TraditionalDB | $16.1M | 168 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | KLOECKNER METALS WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2.0M | 2,107 | 2024 | |
| 503 | MACSTEEL RETIREE MASTER HEALTH AND WELFARE PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $37K | 32 | 2024 |
Retirement plans
Welfare plans