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  1. Companies/
  2. Stephens Mfg. Co. , Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Stephens Mfg. Co. , Inc.

EIN 61-1083572-machinery-Latest filing 2025
Plans
3
Retirement
2
$20.5M assets
Health & Benefits
1
$33K premiums
Participants
344
PO BOX 488 - TOMPKINSVILLE, KY 42167270-487-6774stephensmfg.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#002ESOP-$13.0M - 116 part#001401(k)-$7.5M - 116 part#503Fully insured-$33K - 109 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $20.5M assets / 232 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$13.0M
  • 401(K) RETIREMENT Savings (#001)$7.5M
Total $20.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)116
  • 401(K) RETIREMENT Savings (#001)116
Total 232Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

STEPHENS MANUFACTURING EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.0M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

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

401(k)

Assets$7.5M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

STEPHENS MANUFACTURING COMPANY, INC

Fully insured - ANTHEM LIFE INSURANCE COMPANY

Premiums$33K
Covered lives109
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002STEPHENS MANUFACTURING EMPLOYEE STOCK OWNERSHIP PLANESOP$13.0M1162025
#001STEPHENS MFG. CO. , INC. 401(K) RETIREMENT SAVINGS PLAN401(k)$7.5M1162025
  • STEPHENS MANUFACTURING EMPLOYEE STOCK OWNERSHIP PLAN$13.0M
    #002 · ESOP · 2025116
  • STEPHENS MFG. CO. , INC. 401(K) RETIREMENT SAVINGS PLAN$7.5M
    #001 · 401(k) · 2025116

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503STEPHENS MANUFACTURING COMPANY, INCFully insuredANTHEM LIFE INSURANCE COMPANY$33K1092025
  • STEPHENS MANUFACTURING COMPANY, INC$33K
    #503 · Fully insured · ANTHEM LIFE INSURANCE COMPANY · 2025109
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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