Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALTORFER INC
EIN 42-0788540machineryLatest filing 2025
Plans
4
Retirement
3
$202.2M assets
Welfare
1
$1.4M premiums
Participants
2,540
2600 6TH ST. SW - CEDAR RAPIDS, IA 524043504319-365-0551altorfer.comLinkedIn1001-5000 employeesmachinery
Retirement portfolio analytics
3 plans aggregated / $202.2M assets / 1,608 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 1,366 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$702K
- Dental$547K
- Life$491K
- Long-term disability$491K
- Health$201K
- Vision$120K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- METROPOLITAN LIFE INSURANCE COMPANY51%
- DELTA DENTAL OF CALIFORNIA40%
- VISION SERVICE PLAN9%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
ALTORFER RETIREMENT PLAN
401k
Assets$162.8M
Participants1,138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALTORFER INC. EMPLOYEES SAVINGS PLAN
401k
Assets$27.9M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAPITOL MACHINERY COMPANY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$11.5M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALTORFER INC. HEALTH INSURANCE PLAN
Mixed - DELTA DENTAL OF IOWA
Premiums$1.4M
Covered lives1,366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | ALTORFER RETIREMENT PLAN | 401k | $162.8M | 1,138 | 2024 | |
| 002 | ALTORFER INC. EMPLOYEES SAVINGS PLAN | 401k | $27.9M | 248 | 2024 | |
| 001 | CAPITOL MACHINERY COMPANY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $11.5M | 222 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALTORFER INC. HEALTH INSURANCE PLAN | Mixed | DELTA DENTAL OF IOWA | $1.4M | 1,366 | 2025 |
Retirement plans
Welfare plans