Assets by plan
Share of aggregate retirement assets
Filings through .
Curtis-Toledo, Inc.
EIN 43-1155653machineryLatest filing 2025
Plans
4
Retirement
3
$12.9M assets
Health & Benefits
1
$288K premiums
Participants
523
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $12.9M assets / 316 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$2.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $288K premiums / 363 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$393K
- Life$357K
- Short-term disability$357K
- Long-term disability$357K
- Dental$96K
- Vision$17K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CURTIS-TOLEDO, INC. 401(K) PLAN
401(k)
Assets$10.8M
Participants220
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
CURTIS-TOLEDO, INC. RETIREMENT PLAN
Traditional DB
Assets$1.8M
Participants75
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
UNITED STEELWORKERS LOCAL 15409 401(K) PLAN
401(k)
Assets$280K
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CURTIS-TOLEDO INC EMPLOYEE BENEFITS PLAN
Mixed - THE HARTFORD LIFE INSURANCE COMPANY
Premiums$288K
Covered lives363
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CURTIS-TOLEDO, INC. 401(K) PLAN | 401(k) | $10.8M | 220 | 2025 |
| #006 | CURTIS-TOLEDO, INC. RETIREMENT PLAN | Traditional DB | $1.8M | 75 | 2025 |
| #003 | UNITED STEELWORKERS LOCAL 15409 401(K) PLAN | 401(k) | $280K | 21 | 2025 |
- #001 · 401(k) · 2025220
- #006 · Traditional DB · 202575
- #003 · 401(k) · 202521
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CURTIS-TOLEDO INC EMPLOYEE BENEFITS PLAN | Mixed | THE HARTFORD LIFE INSURANCE COMPANY | $288K | 363 | 2025 |
- #501 · Mixed · THE HARTFORD LIFE INSURANCE COMPANY · 2025363
Retirement plans
Health & Benefits plans