Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCOTT EQUIPMENT COMPANY
EIN 41-0904660machineryLatest filing 2025
Plans
6
Retirement
2
$29.7M assets
Welfare
4
$100K premiums
Participants
787
605 4TH AVENUE NORTHWEST - NEW PRAGUE, MN 56071952-758-6900scottequipment.comLinkedIn51-200 employeesmachinery
Retirement portfolio analytics
2 plans aggregated / $29.7M assets / 311 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- JOHN HANCOCK LIFE INSURANCE COMPANY81%
- (Not disclosed)19%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $100K premiums / 276 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$69K
- Other$69K
- Long-term disability$30K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN
401k
Assets$24.2M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCOTT EQUIPMENT COMPANY CASH BALANCE PLAN
CashBalance
Assets$5.6M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
SCOTT EQUIPMENT COMPANY EMPLOYEE LIFE INSURANCE PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$69K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
SCOTT EQUIPMENT COMPANY EMPLOYEE LONG TERM DISABILITY PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$30K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SCOTT EQUIPMENT COMPANY EMPLOYEE DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SCOTT EQUIPMENT COMPANY EMPLOYEE MEDICAL BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | 401k | $24.2M | 168 | 2024 | |
| 002 | SCOTT EQUIPMENT COMPANY CASH BALANCE PLAN | CashBalance | $5.6M | 143 | 2024 |
Welfare plans4
| 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 |
Retirement plans
Welfare plans