Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$654K
- Life$631K
- Short-term disability$301K
- Long-term disability$254K
Sponsor portfolioTH
CARGOTEC HOLDING, INC.
EIN 58-1730881ManufacturingLatest filing 2024
Plans
2
Retirement
1
$77.3M assets
Welfare
1
$1.2M premiums
Participants
2,098
12233 WILLIAMS ROAD - PERRYSBURG, OH 43551419-482-6000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 1,325 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY98%
- EAP PREFERRED2%
Broker market share
Schedule A broker compensation
99%top
- WILLIAM MATTHEW MCINNES99%
- MCINNES GROUP, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARGOTEC HOLDING, INC. 401(K) PLAN
401k
Assets$77.3M
Participants1,252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARGOTEC HOLDING, INC. GROUP HEALTH & WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives1,325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARGOTEC HOLDING, INC. 401(K) PLAN | 401k | $77.3M | 1,252 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARGOTEC HOLDING, INC. GROUP HEALTH & WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.2M | 1,325 | 2024 |
Retirement plans
Welfare plans