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Sponsor portfolio

HILLERICH & BRADSBY CO.

EIN 61-0225940-Manufacturing-Latest filing 2025
Plans
5
Retirement
4
$16.2M assets
Welfare
1
$175K premiums
Participants
430
800 WEST MAIN STREET - LOUISVILLE, KY 402022620502-585-5226
Plans on this EIN
5 filings
#005401k-$9.6M - 152 part#002TraditionalDB-$2.6M - 57 part#007401k-$2.3M - 53 part#004ESOP-$1.8M - 26 part#502Mixed-$175K - 230 lives

Retirement portfolio analytics

4 plans aggregated / $16.2M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CO. THRIFT PLAN (#005)59%
  • CO. PENSION AGREEMENT (#002)16%
  • DEFINED CONTRIBUTION PLAN (#007)14%
  • EMPLOYEE STOCK OWNERSHIP (#004)11%
Total $16.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO. THRIFT PLAN (#005)152
  • CO. PENSION AGREEMENT (#002)57
  • DEFINED CONTRIBUTION PLAN (#007)53
  • EMPLOYEE STOCK OWNERSHIP (#004)26
Total 288Click row to drill in

Benefits portfolio analytics

1 plan / $175K premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$127K
  • Life$109K
  • Short-term disability$109K
  • Long-term disability$109K
  • Dental$48K
  • Vision$11K
Total $175K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • METROPOLITAN LIFE INSURANCE COMPANY62%
  • DELTA DENTAL OF CALIFORNIA27%
  • EYEMED VISION CARE6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $175K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • AON CONSULTING INC95%
  • CUSTOM BENEFIT PROGRAMS INC5%
Total $24K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

HILLERICH & BRADSBY CO. THRIFT PLAN

401k

Assets$9.6M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

HILLERICH & BRADSBY CO. PENSION AGREEMENT

TraditionalDB

Assets$2.6M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#007

HILLERICH & BRADSBY CO. STEELWORKERS DEFINED CONTRIBUTION PLAN

401k

Assets$2.3M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

HILLERICH & BRADSBY CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.8M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502

HILLERICH & BRADSBY CO. & SUBSIDIARY CORPORATION BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$175K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
005HILLERICH & BRADSBY CO. THRIFT PLAN401k$9.6M1522024
002HILLERICH & BRADSBY CO. PENSION AGREEMENTTraditionalDB$2.6M572025
007HILLERICH & BRADSBY CO. STEELWORKERS DEFINED CONTRIBUTION PLAN401k$2.3M532024
004HILLERICH & BRADSBY CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.8M262025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HILLERICH & BRADSBY CO. & SUBSIDIARY CORPORATION BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$175K2302025
Retirement plans
Welfare plans
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