Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONCO, INC.
EIN 61-1191112defense & spaceLatest filing 2025
Plans
4
Retirement
3
$42.0M assets
Welfare
1
$150K premiums
Participants
553
4000 OAKLAWN DRIVE - LOUISVILLE, KY 402192720502-962-2167concocontainers.comLinkedIn51-200 employeesdefense & space
Retirement portfolio analytics
3 plans aggregated / $42.0M assets / 347 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $150K premiums / 173 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$150K
- Short-term disability$150K
- Long-term disability$150K
- Other$150K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CONCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT
ESOP
Assets$39.4M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CONCO, INC. 401(K) HOURLY PENSION PLAN
401k
Assets$1.4M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CONCO, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$1.2M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONCO, INC. WELFARE PLANS
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$150K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CONCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT | ESOP | $39.4M | 67 | 2025 | |
| 003 | CONCO, INC. 401(K) HOURLY PENSION PLAN | 401k | $1.4M | 119 | 2025 | |
| 005 | CONCO, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $1.2M | 161 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONCO, INC. WELFARE PLANS | Fully Insured | HARTFORD LIFE AND ACCIDENT | $150K | 173 | 2025 |
Retirement plans
Welfare plans