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Sponsor portfolio

VORTEQ COIL FINISHERS, LLC

EIN 46-4386937-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$14.1M assets
Welfare
1
$3.1M premiums
Participants
743
135 ALLEGHENY AVENUE, SUITE A - OAKMONT, PA 15139262-567-1112vorteqcoil.comLinkedIn201-500 employeesmining & metals
Plans on this EIN
3 filings
#001401k-$12.7M - 371 part#002401k-$1.4M - 45 part#501Mixed-$3.1M - 352 lives

Retirement portfolio analytics

2 plans aggregated / $14.1M assets / 416 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • SHARING AND Savings (#001)90%
  • SHARING AND Savings (#002)10%
Total $14.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#001)371
  • SHARING AND Savings (#002)45
Total 416Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Vision$2.9M
  • Prescription drug$2.9M
  • Life$284K
  • Long-term disability$284K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED HEALTHCARE INSURANCE COMPANY91%
  • HARTFORD LIFE AND ACCIDENT9%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ALLIANT INSURANCE SERVICES, INC.83%
  • BENECHOICE ENROLLMENT SOLUTIONS11%
  • NATIONAL ENROLLMENT PARTNERS GENERA6%
Total $183K3 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

VORTEQ COIL FINISHERS, LLC PROFIT SHARING AND SAVINGS PLAN

401k

Assets$12.7M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VORTEQ COIL FINISHERS, LLC UNION PROFIT SHARING AND SAVINGS PLAN

401k

Assets$1.4M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VORTEQ COIL FINISHERS, LLC HEALTH AND WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.1M
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VORTEQ COIL FINISHERS, LLC PROFIT SHARING AND SAVINGS PLAN401k$12.7M3712024
002VORTEQ COIL FINISHERS, LLC UNION PROFIT SHARING AND SAVINGS PLAN401k$1.4M452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VORTEQ COIL FINISHERS, LLC HEALTH AND WELFARE PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$3.1M3522025
Retirement plans
Welfare plans
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