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Sponsor portfolio

CLARK MATERIAL HANDLING COMPANY

EIN 54-2091806-Latest filing 2025
Plans
2
Retirement
1
$22.2M assets
Welfare
1
$2.4M premiums
Participants
527
700 ENTERPRISE DRIVE - LEXINGTON, KY 40510859-422-6537
Plans on this EIN
2 filings
#001401k-$22.2M - 309 part#501Fully Insured-$2.4M - 336 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 336 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Vision$2.1M
  • Other$157K
  • Life$148K
  • Long-term disability$148K
  • Dental$113K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • ANTHEM LIFE INSURANCE COMPANY89%
  • HARTFORD LIFE AND ACCIDENT7%
  • DELTA DENTAL OF CALIFORNIA5%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • BENEFIT INS MARKETING INC53%
  • BENEFIT INSURANCE MARKETING, INC.38%
  • JAMES R NELLIGAN & ASSOCIATES LLC9%
Total $86K3 slices

Plan deep-dives

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

CLARK MATERIAL HANDLING COMPANY EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$22.2M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLARK MATERIAL HANDLING COMPANY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KY, INC.

Premiums$2.4M
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLARK MATERIAL HANDLING COMPANY EMPLOYEE 401(K) RETIREMENT SAVINGS PLAN401k$22.2M3092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLARK MATERIAL HANDLING COMPANY HEALTH AND WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF KY, INC.$2.4M3362025
Retirement plans
Welfare plans
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