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Sponsor portfolio

RUDD EQUIPMENT COMPANY, INC.

EIN 61-0445955-construction-Latest filing 2025
Plans
3
Retirement
2
$65.7M assets
Welfare
1
$826K premiums
Participants
684
4344 POPLAR LEVEL ROAD - LOUISVILLE, KY 402131841502-456-4050ruddequipment.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002401k-$62.3M - 344 part#001TraditionalDB-$3.4M - 0 part#501Mixed-$826K - 633 lives

Retirement portfolio analytics

2 plans aggregated / $65.7M assets / 344 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PLAN AND TRUST (#002)95%
  • DEFINED BENEFIT PLAN (#001)5%
Total $65.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • NEWPORT GROUP, INC.95%
  • (Not disclosed)5%
Total $65.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)344
Total 344Click row to drill in

Benefits portfolio analytics

1 plan / $826K premiums / 633 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$408K
  • Life$263K
  • Long-term disability$263K
  • Other$263K
  • Dental$156K
Total $826K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • HCC LIFE INSURANCE COMPANY49%
  • HARTFORD LIFE AND ACCIDENT32%
  • DELTA DENTAL OF CALIFORNIA19%
Total $826K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $22K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RUDD EQUIPMENT CO INC RESTATED EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k

Assets$62.3M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.4M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RUDD EQUIPMENT COMPANY, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - TOKIO MARINE

Premiums$826K
Covered lives633
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RUDD EQUIPMENT CO INC RESTATED EMPLOYEES PROFIT SHARING PLAN AND TRUST401k$62.3M3442024
001RUDD EQUIPMENT CO. , INC. RESTATED EMPLOYEES' DEFINED BENEFIT PLANTraditionalDB$3.4M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RUDD EQUIPMENT COMPANY, INC. EMPLOYEE WELFARE BENEFIT PLANMixedTOKIO MARINE$826K6332025
Retirement plans
Welfare plans
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