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Sponsor portfolio

INDUSTRIAL BANK, WASHINGTON

EIN 53-0088120-mental health care-Latest filing 2025
Plans
3
Retirement
2
$16.6M assets
Welfare
1
$1.7M premiums
Participants
362
4812 GEORGIA AVENUE NW - WASHINGTON, DC 20011202-722-2000industrialknife.comLinkedIn1-10 employeesmental health care
Plans on this EIN
3 filings
#003401k-$16.3M - 166 part#004ESOP-$297K - 26 part#501Fully Insured-$1.7M - 198 lives

Retirement portfolio analytics

2 plans aggregated / $16.6M assets / 192 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PROFIT SHARING PLAN (#003)98%
  • EMPLOYEE STOCK OWNERSHIP (#004)2%
Total $16.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)166
  • EMPLOYEE STOCK OWNERSHIP (#004)26
Total 192Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Life$157K
  • Short-term disability$157K
  • Long-term disability$157K
  • Other$157K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • METLZER GROUP INC69%
  • MARSH & MCLENNAN AGENCY LLC29%
  • NFP INSURANCE SERVICES INC2%
Total $102K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

INDUSTRIAL BANK 401(K) PROFIT SHARING PLAN

401k

Assets$16.3M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

INDUSTRIAL BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$297K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INDUSTRIAL BANK, WASHINGTON HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003INDUSTRIAL BANK 401(K) PROFIT SHARING PLAN401k$16.3M1662024
004INDUSTRIAL BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$297K262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INDUSTRIAL BANK, WASHINGTON HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M1982025
Retirement plans
Welfare plans
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