Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PRECISION PULLEY & IDLER
EIN 42-1089098ManufacturingLatest filing 2024
Plans
3
Retirement
2
$486.2M assets
Welfare
1
$404K premiums
Participants
2,364
300 SE 14TH ST - PELLA, IA 502192232641-621-2811
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $486.2M assets / 1,623 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $404K premiums / 874 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$247K
- Life$201K
- Long-term disability$96K
- Vision$62K
- Health$46K
Carrier market share
Premium dollars by Schedule A carrier
73%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY73%
- FIDELITY SECURITY LIFE INSURANCE COMPANY15%
- METROPOLITAN LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
81%top
- ASSUREDPARTNERS81%
- BHERD, LLC10%
- AP BENEFIT ADVISORS, LLC9%
- PLANSOURCE BENEFITS ADMINISTRATION0%
- WELLMARK INC-0%
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$438.1M
Participants741
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PRECISION, INC. 401(K) PLAN
401k
Assets$48.1M
Participants882
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$404K
Covered lives874
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 | $438.1M | 741 | 2024 | |
| 001 | PRECISION, INC. 401(K) PLAN | 401k | $48.1M | 882 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 541 | PRECISION, INC. HEALTH AND WELFARE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $404K | 874 | 2024 |
Retirement plans
Welfare plans