Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SRC HOLDINGS CORPORATION
EIN 43-1274934machineryLatest filing 2025
Plans
3
Retirement
2
$427.2M assets
Welfare
1
$1.4M premiums
Participants
4,498
531 S. UNION AVENUE - SPRINGFIELD, MO 65802417-862-2337srcholdings.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $427.2M assets / 3,387 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
73%top
- (Not disclosed)73%
- MILLIMAN, INC.27%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 2,544 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$887K
- Life$381K
- Short-term disability$381K
- Long-term disability$381K
- Other$381K
- Vision$109K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- HCC LIFE INSURANCE COMPANY64%
- AMERICAN UNITED LIFE INSURANCE COMPANY28%
- EYE MED8%
Broker market share
Schedule A broker compensation
100%top
- MED-PAY, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SRC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$311.3M
Participants1,483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SRC EMPLOYEES SAVINGS TRUST
401k
Assets$115.9M
Participants1,904
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SRC BENEFITS PROGRAMS TRUST HEALTH INSURANCE FUND
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives2,544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SRC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $311.3M | 1,483 | 2025 | |
| 002 | SRC EMPLOYEES SAVINGS TRUST | 401k | $115.9M | 1,904 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SRC BENEFITS PROGRAMS TRUST HEALTH INSURANCE FUND | Mixed | HCC LIFE INSURANCE COMPANY | $1.4M | 2,544 | 2025 |
Retirement plans
Welfare plans