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Sponsor portfolio

CALDWELL TANKS, INC.

EIN 61-0148890-construction-Latest filing 2025
Plans
2
Retirement
1
$34.4M assets
Welfare
1
$540K premiums
Participants
1,103
4000 TOWER RD - LOUISVILLE, KY 40219502-964-3361caldwelltanks.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$34.4M - 545 part#501Mixed-$540K - 558 lives

Benefits portfolio analytics

1 plan / $540K premiums / 558 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$327K
  • Life$290K
  • Short-term disability$290K
  • Long-term disability$290K
  • Dental$213K
  • Vision$213K
Total $540K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA54%
  • UNITED HEALTHCARE INSURANCE COMPANY39%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
Total $540K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • STERLING G THOMPSON COMPANY LLC-0%
Total $65K2 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

CALDWELL TANKS PROFIT SHARING 401(K) PLAN

401k

Assets$34.4M
Participants545
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALDWELL TANKS, INC. /PRELOAD, LLC WELFARE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$540K
Covered lives558
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALDWELL TANKS PROFIT SHARING 401(K) PLAN401k$34.4M5452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALDWELL TANKS, INC. /PRELOAD, LLC WELFARE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$540K5582025
Retirement plans
Welfare plans
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