Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARRY-WEHMILLER COMPANIES, INC.
EIN 43-0172560machineryLatest filing 2024
Plans
3
Retirement
2
$1.07B assets
Welfare
1
$5.2M premiums
Participants
13,847
8020 FORSYTH BOULEVARD - ST. LOUIS, MO 631051707314-862-8000barrywehmiller.comLinkedIn10001+ employeesmachinery
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.07B assets / 7,432 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.2M premiums / 8,592 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.7M
- Life$3.7M
- Long-term disability$3.7M
- Vision$513K
- Health$106K
- Dental$106K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
71%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY71%
- EYEMED VISION CARE10%
- SUN LIFE ASSURANCE COMPANY OF CANADA10%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA2%
- +3 more
Broker market share
Schedule A broker compensation
67%top
- LOCKTON COMPANIES, LLC67%
- USI INSURANCE SERVICES LLC30%
- REUBEN WARNER ASSOCIATES, INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$1.03B
Participants7,046
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES
401k
Assets$42.4M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BARRY WEHMILLER COMPANIES WELFARE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$5.2M
Covered lives8,592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN | 401k | $1.03B | 7,046 | 2024 | |
| 003 | BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | 401k | $42.4M | 386 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARRY WEHMILLER COMPANIES WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5.2M | 8,592 | 2024 |
Retirement plans
Welfare plans