PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LIBERTY STEEL INDUSTRIES, INC.
Sponsor portfolio

LIBERTY STEEL INDUSTRIES, INC.

EIN 47-2870834-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$13.3M assets
Welfare
1
$1.3M premiums
Participants
487
2207 LARCHMONT AVENUE NE - WARREN, OH 44483330-372-6363LinkedIn51-200 employeesmining & metals
Plans on this EIN
3 filings
#002401k-$8.3M - 164 part#001TraditionalDB-$5.0M - 160 part#506Mixed-$1.3M - 162 lives

Retirement portfolio analytics

2 plans aggregated / $13.3M assets / 324 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • 401(K) RETIREMENT PLAN (#002)63%
  • DEFINED BENEFIT PLAN (#001)37%
Total $13.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • RETIREMENT PLANS, INC.63%
  • (Not disclosed)37%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)164
  • DEFINED BENEFIT PLAN (#001)160
Total 324Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Life$132K
  • Short-term disability$132K
  • Long-term disability$132K
  • Other$132K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • THE FEDELI GROUP89%
  • SBR SERVICES LLC11%
  • CENTRO BENEFITS RESEARCH LLC0%
Total $83K3 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

LIBERTY STEEL INDUSTRIES, INC. 401(K) RETIREMENT PLAN

401k

Assets$8.3M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LIBERTY STEEL INDUSTRIES, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$5.0M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

LIBERTY STEEL INDUSTRIES, INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF

Premiums$1.3M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LIBERTY STEEL INDUSTRIES, INC. 401(K) RETIREMENT PLAN401k$8.3M1642024
001LIBERTY STEEL INDUSTRIES, INC. DEFINED BENEFIT PLANTraditionalDB$5.0M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506LIBERTY STEEL INDUSTRIES, INC. HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF$1.3M1622025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica