Assets by plan
Share of aggregate retirement assets
Filings through .
Conco, Inc.
EIN 61-1191112defense & spaceLatest filing 2025
Plans
4
Retirement
3
$42.0M assets
Health & Benefits
1
$150K premiums
Participants
553
4000 OAKLAWN DRIVE - LOUISVILLE, KY 402192720502-962-2167concocontainers.comLinkedIn51-200 employeesdefense & space
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $42.0M assets / 347 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $150K premiums / 173 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Life$340K
- Short-term disability$340K
- Long-term disability$340K
- Other$340K
- Dental$83K
- +1 more
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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#004
CONCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT
ESOP
Assets$39.4M
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CONCO, INC. 401(K) HOURLY PENSION PLAN
401(k)
Assets$1.4M
Participants119
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
CONCO, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$1.2M
Participants161
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CONCO, INC. WELFARE PLANS
Fully insured - HARTFORD LIFE AND ACCIDENT
Premiums$150K
Covered lives173
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| 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 | 401(k) | $1.4M | 119 | 2025 |
| #005 | CONCO, INC. 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $1.2M | 161 | 2025 |
- #004 · ESOP · 202567
- #003 · 401(k) · 2025119
- #005 · 401(k) · 2025161
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CONCO, INC. WELFARE PLANS | Fully insured | HARTFORD LIFE AND ACCIDENT | $150K | 173 | 2025 |
- #501 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025173
Retirement plans
Health & Benefits plans