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Sponsor portfolio

ALLIANCE MATERIAL HANDLING, INC.

EIN 52-2323852-machinery-Latest filing 2025
Plans
3
Retirement
2
$119.4M assets
Welfare
1
$422K premiums
Participants
1,055
8320 SHERWICK COURT - JESSUP, MD 20794301-497-2636alliancemat.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#002ESOP-$103.3M - 396 part#003401k-$16.1M - 329 part#510Mixed-$422K - 424 lives

Retirement portfolio analytics

2 plans aggregated / $119.4M assets / 725 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • EMPLOYEE STOCK OWNERSHIP (#002)87%
  • HANDLING, INC. 401(K) (#003)13%
Total $119.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)396
  • HANDLING, INC. 401(K) (#003)329
Total 725Click row to drill in

Benefits portfolio analytics

1 plan / $422K premiums / 424 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$290K
  • Short-term disability$267K
  • Life$194K
  • Long-term disability$171K
  • Dental$132K
  • Vision$132K
Total $422K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY41%
  • AMERITAS LIFE INSURANCE CORP.31%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA23%
  • TRANSAMERICA LIFE INSURANCE COMPANY5%
Total $422K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • SILBERSTEIN INSURANCE GROUP86%
  • MID ATLANTIC BENEFITS GROUP LLC6%
  • GCG FINANCIAL LLC5%
  • NFP INSURANCE SERVICES INC3%
  • WILLIAM JUDGE JR0%
  • +2 more
Total $68K7 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

ALLIANCE MATERIAL HANDLING EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$103.3M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALLIANCE MATERIAL HANDLING, INC. 401(K) PLAN

401k

Assets$16.1M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ALLIANCE MATERIAL HANDLING, INC. EMPLOYEE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$422K
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALLIANCE MATERIAL HANDLING EMPLOYEE STOCK OWNERSHIP PLANESOP$103.3M3962024
003ALLIANCE MATERIAL HANDLING, INC. 401(K) PLAN401k$16.1M3292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ALLIANCE MATERIAL HANDLING, INC. EMPLOYEE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$422K4242025
Retirement plans
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