PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STEPHENS MFG. CO. , INC.
Sponsor portfolio

STEPHENS MFG. CO. , INC.

EIN 61-1083572-machinery-Latest filing 2025
Plans
3
Retirement
2
$7.6M assets
Welfare
1
$33K premiums
Participants
332
PO BOX 488 - TOMPKINSVILLE, KY 42167270-487-6774stephensmfg.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#001401k-$7.5M - 116 part#002ESOP-$52K - 104 part#503Fully Insured-$33K - 109 lives

Retirement portfolio analytics

2 plans aggregated / $7.6M assets / 220 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • 401(K) RETIREMENT Savings (#001)99%
  • EMPLOYEE STOCK OWNERSHIP (#002)1%
Total $7.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)116
  • EMPLOYEE STOCK OWNERSHIP (#002)104
Total 220Click row to drill in

Benefits portfolio analytics

1 plan / $33K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$33K
  • Other$33K
Total $33K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $33K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOUCHENS INSURANCE GROUP INC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STEPHENS MFG. CO. , INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$7.5M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEPHENS MANUFACTURING EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$52K
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

STEPHENS MANUFACTURING COMPANY, INC

Fully Insured - ANTHEM LIFE INSURANCE COMPANY

Premiums$33K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEPHENS MFG. CO. , INC. 401(K) RETIREMENT SAVINGS PLAN401k$7.5M1162025
002STEPHENS MANUFACTURING EMPLOYEE STOCK OWNERSHIP PLANESOP$52K1042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503STEPHENS MANUFACTURING COMPANY, INCFully InsuredANTHEM LIFE INSURANCE COMPANY$33K1092025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica