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Sponsor portfolioTH

MCWANE, INC.

EIN 63-0139000-utilities-Latest filing 2025
Plans
9
Retirement
8
$792.5M assets
Welfare
1
$14.8M premiums
Participants
17,563
PO BOX 43327 - BIRMINGHAM, AL 352430327205-414-3100mcwane.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
9 filings
#021401k-$264.9M - 1,853 part#035TraditionalDB-$220.3M - 1,980 part#001TraditionalDB-$165.9M - 2,595 part#024401k-$66.6M - 2,885 part#025401k-$30.3M - 675 part#032TraditionalDB-$24.0M - 387 part#022401k-$15.5M - 430 part#006TraditionalDB-$5.1M - 154 part#501Fully Insured-$14.8M - 6,604 lives

Retirement portfolio analytics

8 plans aggregated / $792.5M assets / 10,959 participants

Assets by plan

Share of aggregate retirement assets

33%top
  • 401(K) RETIREMENT PLAN (#021)33%
  • FOR SALARIED EMPLOYEES (#035)28%
  • MCWANE HOURLY PENSION (#001)21%
  • 401(K) RETIREMENT PLAN (#024)8%
  • EQUIPMENT CO. 401(K) (#025)4%
  • +3 more
Total $792.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#024)2,885
  • MCWANE HOURLY PENSION (#001)2,595
  • FOR SALARIED EMPLOYEES (#035)1,980
  • 401(K) RETIREMENT PLAN (#021)1,853
  • EQUIPMENT CO. 401(K) (#025)675
  • 401(K) RETIREMENT PLAN (#022)430
  • +2 more
Total 10,959Click row to drill in

Benefits portfolio analytics

1 plan / $14.8M premiums / 6,604 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$10.2M
  • Dental$9.0M
  • Vision$7.9M
  • Health$7.6M
  • Prescription drug$7.6M
  • Short-term disability$2.7M
  • +3 more
Total $14.8M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • BLUE CROSS OF CALIFORNIA51%
  • UNIMERICA INSURANCE COMPANY18%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
  • DELTA DENTAL OF CALIFORNIA8%
  • THE STANDARD2%
  • +3 more
Total $14.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • LOCKTON COMPANIES, LLC96%
  • MCGRIFF INSURANCE SERVICES INC2%
  • ASSUREDPARTNERS1%
  • NORTH RISK PARTNERS LLC1%
  • AP BENEFIT ADVISORS, LLC0%
  • +1 more
Total $922K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#021

MCWANE SALARIED 401(K) RETIREMENT PLAN

401k

Assets$264.9M
Participants1,853
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#035

MCWANE PENSION PLAN FOR SALARIED EMPLOYEES

TraditionalDB

Assets$220.3M
Participants1,980
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MCWANE HOURLY PENSION PLAN

TraditionalDB

Assets$165.9M
Participants2,595
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#024

MCWANE HOURLY 401(K) RETIREMENT PLAN

401k

Assets$66.6M
Participants2,885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#025

MANCHESTER TANK & EQUIPMENT CO. 401(K) PLAN

401k

Assets$30.3M
Participants675
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#032

KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN

TraditionalDB

Assets$24.0M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#022

CLOW VALVE COMPANY HOURLY 401(K) RETIREMENT PLAN

401k

Assets$15.5M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#006

MCWANE SALARIED PENSION PLAN

TraditionalDB

Assets$5.1M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCWANE HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$14.8M
Covered lives6,604
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans8

Plan #NameTypeAssetsParticipantsLatest year
021MCWANE SALARIED 401(K) RETIREMENT PLAN401k$264.9M1,8532025
035MCWANE PENSION PLAN FOR SALARIED EMPLOYEESTraditionalDB$220.3M1,9802025
001MCWANE HOURLY PENSION PLANTraditionalDB$165.9M2,5952025
024MCWANE HOURLY 401(K) RETIREMENT PLAN401k$66.6M2,8852025
025MANCHESTER TANK & EQUIPMENT CO. 401(K) PLAN401k$30.3M6752025
032KENNEDY VALVE FACTORY EMPLOYEES PENSION PLANTraditionalDB$24.0M3872024
022CLOW VALVE COMPANY HOURLY 401(K) RETIREMENT PLAN401k$15.5M4302025
006MCWANE SALARIED PENSION PLANTraditionalDB$5.1M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCWANE HEALTH AND WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$14.8M6,6042025
Retirement plans
Welfare plans
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