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  2. OGDEN FORKLIFTS, INC.
Sponsor portfolio

OGDEN FORKLIFTS, INC.

EIN 46-4423610-machinery-Latest filing 2025
Plans
5
Retirement
2
$37.0M assets
Welfare
3
$1.2M premiums
Participants
397
4780 MENDEL COURT SW - ATLANTA, GA 30336404-696-0566ogdenforklifts.comLinkedIn11-50 employeesmachinery
Plans on this EIN
5 filings
#002ESOP-$35.5M - 147 part#001401k-$1.5M - 84 part#503Fully Insured-$1.1M - 191 lives#501Fully Insured-$55K - 166 lives#502Fully Insured-$4K - 166 lives

Retirement portfolio analytics

2 plans aggregated / $37.0M assets / 231 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • EMPLOYEE STOCK OWNERSHIP (#002)96%
  • PROFIT SHARING PLAN (#001)4%
Total $37.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)147
  • PROFIT SHARING PLAN (#001)84
Total 231Click row to drill in

Benefits portfolio analytics

3 plans / $1.2M premiums / 523 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Life$55K
  • Other$4K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • RICKY STEPP78%
  • ASSUREDPARTNERS22%
Total $88K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$35.5M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OGDEN FORKLIFTS, INC. PROFIT SHARING PLAN

401k

Assets$1.5M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

OGDEN FORKLIFTS HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.

Premiums$1.1M
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

OGDEN FORKLIFTS HEALTH AND WELFARE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$55K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OGDEN FORKLIFTS HEALTH AND WELFARE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$4K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OGDEN FORKLIFTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$35.5M1472024
001OGDEN FORKLIFTS, INC. PROFIT SHARING PLAN401k$1.5M842025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503OGDEN FORKLIFTS HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$1.1M1912025
501OGDEN FORKLIFTS HEALTH AND WELFARE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$55K1662025
502OGDEN FORKLIFTS HEALTH AND WELFARE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$4K1662025
Retirement plans
Welfare plans
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