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Sponsor portfolio

CUMMINS-WAGNER CO., INC.

EIN 52-0749021-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$131.0M assets
Welfare
1
$364K premiums
Participants
940
10901 PUMP HOUSE ROAD - ANNAPOLIS JUNCTION, MD 207011125410-792-4230cummins-wagner.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001ESOP-$113.7M - 311 part#003401k-$17.4M - 334 part#503Mixed-$364K - 289 lives

Retirement portfolio analytics

2 plans aggregated / $131.0M assets / 645 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • EMPLOYEE STOCK OWNERSHIP (#001)87%
  • 401(K) RETIREMENT PLAN (#003)13%
Total $131.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)334
  • EMPLOYEE STOCK OWNERSHIP (#001)311
Total 645Click row to drill in

Benefits portfolio analytics

1 plan / $364K premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$125K
  • Long-term disability$104K
  • Other$100K
  • Short-term disability$94K
  • Vision$40K
Total $364K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY89%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY11%
Total $364K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $36K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CUMMINS-WAGNER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$113.7M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CUMMINS-WAGNER COMPANY, INC. 401(K) RETIREMENT PLAN

401k

Assets$17.4M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CUMMINS-WAGNER COMPANY, INC. WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$364K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CUMMINS-WAGNER CO., INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$113.7M3112024
003CUMMINS-WAGNER COMPANY, INC. 401(K) RETIREMENT PLAN401k$17.4M3342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CUMMINS-WAGNER COMPANY, INC. WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$364K2892025
Retirement plans
Welfare plans
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