Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PRECISION, INC.
EIN 42-1089098ManufacturingLatest filing 2025
Plans
3
Retirement
2
$534.2M assets
Welfare
1
$673K premiums
Participants
2,768
300 SE 14TH ST - PELLA, IA 502192232641-621-2811
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $534.2M assets / 1,802 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $673K premiums / 1,343 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$440K
- Life$326K
- Vision$133K
- Health$114K
- Long-term disability$100K
Carrier market share
Premium dollars by Schedule A carrier
63%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY63%
- FIDELITY SECURITY LIFE INSURANCE COMPANY20%
- METROPOLITAN LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
74%top
- ASSUREDPARTNERS74%
- BHERD26%
- PLANSOURCE BENEFITS ADMINISTRATION0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PRECISION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$473.0M
Participants862
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PRECISION, INC. 401(K) PLAN
401k
Assets$61.2M
Participants940
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#541
PRECISION, INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$673K
Covered lives1,343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRECISION, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $473.0M | 862 | 2025 | |
| 001 | PRECISION, INC. 401(K) PLAN | 401k | $61.2M | 940 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 541 | PRECISION, INC. HEALTH AND WELFARE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $673K | 1,343 | 2025 |
Retirement plans
Welfare plans