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Sponsor portfolio

METALCRAFT, INC.

EIN 42-0705482-printing-Latest filing 2025
Plans
3
Retirement
2
$26.6M assets
Welfare
1
$152K premiums
Participants
371
3360 9TH STREET SW - MASON CITY, IA 504013845515-423-9460idplate.comLinkedIn51-200 employeesprinting
Plans on this EIN
3 filings
#002ESOP-$14.7M - 121 part#001401k-$11.9M - 135 part#501Mixed-$152K - 168 lives

Retirement portfolio analytics

2 plans aggregated / $26.6M assets / 256 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • INC.EMPLOYEE STOCK OWNERSHIP (#002)55%
  • SHARING AND Savings (#001)45%
Total $26.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#001)135
  • INC.EMPLOYEE STOCK OWNERSHIP (#002)121
Total 256Click row to drill in

Benefits portfolio analytics

1 plan / $152K premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$130K
  • Short-term disability$130K
  • Long-term disability$130K
  • Other$130K
  • Vision$22K
Total $152K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA86%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY14%
  • DELTA DENTAL OF CALIFORNIA0%
Total $152K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ASSUREDPARTNERS95%
  • SELECT NETWORKS5%
Total $26K2 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

METALCRAFT, INC.EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$14.7M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

METALCRAFT, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN

401k

Assets$11.9M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METALCRAFT, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$152K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002METALCRAFT, INC.EMPLOYEE STOCK OWNERSHIP PLANESOP$14.7M1212025
001METALCRAFT, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN401k$11.9M1352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METALCRAFT, INC. HEALTH AND WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$152K1682024
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