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Sponsor portfolio

CURTIS-TOLEDO, INC.

EIN 43-1155653-machinery-Latest filing 2025
Plans
4
Retirement
3
$11.5M assets
Welfare
1
$288K premiums
Participants
532
1905 KIENLEN AVENUE - ST. LOUIS, MO 63133314-383-1300LinkedIn51-200 employeesmachinery
Plans on this EIN
4 filings
#001401k-$9.5M - 223 part#006TraditionalDB-$1.7M - 81 part#003401k-$280K - 21 part#501Mixed-$288K - 363 lives

Retirement portfolio analytics

3 plans aggregated / $11.5M assets / 325 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CURTIS-TOLEDO, INC. 401(K) (#001)83%
  • INC. RETIREMENT PLAN (#006)15%
  • LOCAL 15409 401(K) (#003)2%
Total $11.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • EPIC RETIREMENT PLAN SERVICES83%
  • (Not disclosed)17%
Total $11.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CURTIS-TOLEDO, INC. 401(K) (#001)223
  • INC. RETIREMENT PLAN (#006)81
  • LOCAL 15409 401(K) (#003)21
Total 325Click row to drill in

Benefits portfolio analytics

1 plan / $288K premiums / 363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$189K
  • Life$159K
  • Short-term disability$159K
  • Long-term disability$159K
  • Dental$80K
  • Vision$19K
Total $288K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • HARTFORD LIFE AND ACCIDENT55%
  • AMERITAS LIFE INSURANCE CORP.28%
  • AFLAC10%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
Total $288K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • USI INSURANCE SERVICES LLC87%
  • MICHAEL H FLEMING6%
  • DANIEL HAYDEN4%
  • BRITTANY FINGER2%
  • VANESSA K KOSTIC1%
  • +1 more
Total $23K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CURTIS-TOLEDO, INC. 401(K) PLAN

401k

Assets$9.5M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

CURTIS-TOLEDO, INC. RETIREMENT PLAN

TraditionalDB

Assets$1.7M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UNITED STEELWORKERS LOCAL 15409 401(K) PLAN

401k

Assets$280K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURTIS-TOLEDO INC EMPLOYEE BENEFITS PLAN

Mixed - THE HARTFORD LIFE INSURANCE COMPANY

Premiums$288K
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CURTIS-TOLEDO, INC. 401(K) PLAN401k$9.5M2232024
006CURTIS-TOLEDO, INC. RETIREMENT PLANTraditionalDB$1.7M812024
003UNITED STEELWORKERS LOCAL 15409 401(K) PLAN401k$280K212025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURTIS-TOLEDO INC EMPLOYEE BENEFITS PLANMixedTHE HARTFORD LIFE INSURANCE COMPANY$288K3632025
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