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Sponsor portfolio

INDIAN HEAD INDUSTRIES, INC.

EIN 38-2511555-transportation/trucking/railroad-Latest filing 2025
Plans
6
Retirement
4
$45.9M assets
Welfare
2
$2.8M premiums
Participants
946
6200 HARRIS TECHNOLOGY BOULEVARD - CHARLOTTE, NC 28269704-547-7411indianheadindustries.comLinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
6 filings
#001TraditionalDB-$23.0M - 261 part#007401k-$14.4M - 163 part#005TraditionalDB-$5.1M - 130 part#006TraditionalDB-$3.4M - 161 part#505Fully Insured-$2.8M - 312 lives#506Mixed-$12K - 134 lives

Retirement portfolio analytics

4 plans aggregated / $45.9M assets / 715 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • EMPLOYEES RETIREMENT PLAN (#001)50%
  • INDUSTRIES, INC. 401(K) (#007)31%
  • CLOVERDALE EMPLOYING UNIT (#005)11%
  • MURPHY EMPLOYING UNIT (#006)7%
Total $45.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#001)261
  • INDUSTRIES, INC. 401(K) (#007)163
  • MURPHY EMPLOYING UNIT (#006)161
  • CLOVERDALE EMPLOYING UNIT (#005)130
Total 715Click row to drill in

Benefits portfolio analytics

2 plans / $2.8M premiums / 446 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$129K
  • Other$101K
  • Life$99K
  • Short-term disability$99K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • AMERITAS LIFE INSURANCE CORP.5%
  • SYMETRA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • HARTFORD LIFE AND ACCIDENT0%
  • +1 more
Total $2.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • JEFF J. RIES76%
  • GALLAGHER BENEFIT SERVICES, INC.18%
  • MPSAIC GROUP SERVICES, LLC6%
Total $99K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INDIAN HEAD INDUSTRIES INC. EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$23.0M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

INDIAN HEAD INDUSTRIES, INC. 401(K) PLAN

401k

Assets$14.4M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

PENSION PLAN FOR HOURLY EMPLOYEES OF CLOVERDALE EMPLOYING UNIT

TraditionalDB

Assets$5.1M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

PENSION PLAN FOR HOURLY EMPLOYEES OF THE MURPHY EMPLOYING UNIT

TraditionalDB

Assets$3.4M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

INDIAN HEAD INDUSTRIES, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$2.8M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

INDIAN HEAD INDUSTRIES, INC. ACCIDENT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$12K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001INDIAN HEAD INDUSTRIES INC. EMPLOYEES RETIREMENT PLANTraditionalDB$23.0M2612024
007INDIAN HEAD INDUSTRIES, INC. 401(K) PLAN401k$14.4M1632024
005PENSION PLAN FOR HOURLY EMPLOYEES OF CLOVERDALE EMPLOYING UNITTraditionalDB$5.1M1302024
006PENSION PLAN FOR HOURLY EMPLOYEES OF THE MURPHY EMPLOYING UNITTraditionalDB$3.4M1612024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505INDIAN HEAD INDUSTRIES, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$2.8M3122025
506INDIAN HEAD INDUSTRIES, INC. ACCIDENT PLANMixedSYMETRA LIFE INSURANCE COMPANY$12K1342024
Retirement plans
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