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Sponsor portfolioTH

KURT MANUFACTURING COMPANY, INC.

EIN 41-1243894-machinery-Latest filing 2025
Plans
4
Retirement
2
$87.0M assets
Welfare
2
$443K premiums
Participants
1,741
5280 MAIN STREET NE - MINNEAPOLIS, MN 554211544763-572-1500kurt.comLinkedIn201-500 employeesmachinery
Plans on this EIN
4 filings
#002401k-$44.5M - 473 part#003ESOP-$42.4M - 396 part#503Mixed-$443K - 427 lives#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $87.0M assets / 869 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • RETIREMENT & Savings (#002)51%
  • PLAN AND TRUST (#003)49%
Total $87.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT & Savings (#002)473
  • PLAN AND TRUST (#003)396
Total 869Click row to drill in

Benefits portfolio analytics

2 plans / $443K premiums / 427 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$298K
  • Other$297K
  • Long-term disability$172K
  • Short-term disability$126K
  • Vision$20K
Total $443K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA67%
  • RELIASTAR LIFE INSURANCE COMPANY28%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $443K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • USI INSURANCE SERVICES LLC60%
  • AHMANN MARTIN24%
  • JENNON M CARUTH14%
  • CUSTOM BENEFIT PROGRAMS INC2%
  • RICHARD J. HEINRICH0%
  • +1 more
Total $52K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KURT MANUFACTURING COMPANY RETIREMENT & SAVINGS PLAN

401k

Assets$44.5M
Participants473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KURT MANUFACTURING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$42.4M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

KURT MANUFACTURING EMPLOYEE WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$443K
Covered lives427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

KURT MANUFACTURING COMPANY RETIREMENT & SAVINGS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KURT MANUFACTURING COMPANY RETIREMENT & SAVINGS PLAN401k$44.5M4732025
003KURT MANUFACTURING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$42.4M3962025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503KURT MANUFACTURING EMPLOYEE WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$443K4272025
002KURT MANUFACTURING COMPANY RETIREMENT & SAVINGS PLANSelf Funded-$002025
Retirement plans
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