Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Other$235K
- Life$165K
- Short-term disability$165K
- Long-term disability$165K
- +1 more
Sponsor portfolio
MACHINE SPECIALTIES, LLC
EIN 56-0939724machineryLatest filing 2025
Plans
2
Retirement
1
$16.6M assets
Welfare
1
$2.6M premiums
Participants
719
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 512 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- AMERICAN UNITED LIFE INSURANCE COMPANY6%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
- COMMUNITY EYE CARE1%
Broker market share
Schedule A broker compensation
67%top
- GRANT CAMPBELL67%
- OAKBRIDGE INSURANCE AGENCY, LLC24%
- GALLAGHER BENEFIT SERVICES, INC.6%
- ROXANNE WELLS2%
- MARSH & MCLENNAN AGENCY LLC1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MACHINE SPECIALTIES INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$16.6M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MACHINE SPECIALTIES, LLC HEALTH & WELFARE PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$2.6M
Covered lives512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MACHINE SPECIALTIES INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $16.6M | 367 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MACHINE SPECIALTIES, LLC HEALTH & WELFARE PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $2.6M | 512 | 2025 |
Retirement plans
Welfare plans