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Sponsor portfolio

CMA/FLODYNE/HYDRADYNE, INC.

EIN 39-1745147-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$59.8M assets
Welfare
1
$1.8M premiums
Participants
434
3265 GATEWAY ROAD, SUITE 300 - BROOKFIELD, WI 53045262-781-1815cmafh.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#001401k-$44.7M - 175 part#002ESOP-$15.1M - 149 part#501Fully Insured-$1.8M - 102 lives

Retirement portfolio analytics

2 plans aggregated / $59.8M assets / 324 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CMA/FLODYNE/HYDRADYNE, INC. 40... (#001)75%
  • EMPLOYEE STOCK OWNERSHIP (#002)25%
Total $59.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
75%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY75%
  • (Not disclosed)25%
Total $59.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CMA/FLODYNE/HYDRADYNE, INC. 40... (#001)175
  • EMPLOYEE STOCK OWNERSHIP (#002)149
Total 324Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Life$1.8M
  • Long-term disability$1.8M
  • Other$1.8M
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.8M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FRANK SWINGLE & ASSOCIATES, INC100%
Total $103K1 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

CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN

401k

Assets$44.7M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CMA/FLODYNE/HYDRADYNE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.1M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CMA-FLODYNE-HYDRADYNE, INC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN401k$44.7M1752025
002CMA/FLODYNE/HYDRADYNE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$15.1M1492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CMA-FLODYNE-HYDRADYNE, INC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M1022025
Retirement plans
Welfare plans
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