Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $153.3M assets / 694 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $364K premiums / 289 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CUMMINS-WAGNER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $133.5M | 340 | 2025 |
| #003 | CUMMINS-WAGNER COMPANY, INC. 401(K) RETIREMENT PLAN | 401(k) | $19.9M | 354 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | CUMMINS-WAGNER COMPANY, INC. WELFARE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $364K | 289 | 2025 |