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Sponsor portfolio

BELL FORK LIFT, INC.

EIN 38-2094639-machinery-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$1.5M premiums
Participants
296
34660 CENTAUR DR. - CLINTON TOWNSHIP, MI 48035586-415-5200bellforklift.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$4.1M - 154 part#501Fully Insured-$1.5M - 186 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$84K
  • Other$65K
  • Short-term disability$40K
  • Life$25K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • PRIORITY HEALTH86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA6%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $81K1 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

BELL FORK LIFT, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401k

Assets$4.1M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BELL FORK LIFT, INC. BENEFIT PLAN

Fully Insured - PRIORITY HEALTH

Premiums$1.5M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BELL FORK LIFT, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN401k$4.1M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BELL FORK LIFT, INC. BENEFIT PLANFully InsuredPRIORITY HEALTH$1.5M1862025
Retirement plans
Welfare plans
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