Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
2 plans aggregated / $36.3M assets / 306 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
4 plans / $100K premiums / 276 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Self-funded
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | 401(k) | $29.2M | 163 | 2025 |
| #002 | SCOTT EQUIPMENT COMPANY CASH BALANCE PLAN | Cash balance | $7.1M | 143 | 2025 |
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | SCOTT EQUIPMENT COMPANY EMPLOYEE LIFE INSURANCE PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $69K | 138 | 2025 |
| #505 | SCOTT EQUIPMENT COMPANY EMPLOYEE LONG TERM DISABILITY PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $30K | 138 | 2025 |
| #502 | SCOTT EQUIPMENT COMPANY EMPLOYEE DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |
| #503 | SCOTT EQUIPMENT COMPANY EMPLOYEE MEDICAL BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |