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  2. MCWANE, INC.
Sponsor portfolioTH

MCWANE, INC.

EIN 63-0139000-utilities-Latest filing 2025
Plans
9
Retirement
8
$751.7M assets
Welfare
1
$12.5M premiums
Participants
16,626
P.O BOX 43327 - BIRMINGHAM, AL 352430327205-414-3100mcwane.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
9 filings
#021401k-$264.9M - 1,853 part#035TraditionalDB-$211.4M - 2,049 part#001TraditionalDB-$134.3M - 2,311 part#024401k-$66.6M - 2,885 part#025401k-$30.3M - 675 part#032TraditionalDB-$24.0M - 387 part#022401k-$15.5M - 430 part#006TraditionalDB-$4.9M - 159 part#501Fully Insured-$12.5M - 6,322 lives

Retirement portfolio analytics

8 plans aggregated / $751.7M assets / 10,749 participants

Assets by plan

Share of aggregate retirement assets

35%top
  • 401(K) RETIREMENT PLAN (#021)35%
  • FOR SALARIED EMPLOYEES (#035)28%
  • MCWANE HOURLY PENSION (#001)18%
  • 401(K) RETIREMENT PLAN (#024)9%
  • EQUIPMENT CO. 401(K) (#025)4%
  • +3 more
Total $751.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#024)2,885
  • MCWANE HOURLY PENSION (#001)2,311
  • FOR SALARIED EMPLOYEES (#035)2,049
  • 401(K) RETIREMENT PLAN (#021)1,853
  • EQUIPMENT CO. 401(K) (#025)675
  • 401(K) RETIREMENT PLAN (#022)430
  • +2 more
Total 10,749Click row to drill in

Benefits portfolio analytics

1 plan / $12.5M premiums / 6,322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.3M
  • Health$5.9M
  • Prescription drug$3.9M
  • Short-term disability$2.5M
  • Life$2.4M
  • Long-term disability$2.4M
  • +3 more
Total $12.5M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • BLUE CROSS OF CALIFORNIA49%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • HCC LIFE INSURANCE COMPANY15%
  • DELTA DENTAL OF CALIFORNIA8%
  • STANDARD INSURANCE COMPANY2%
  • +3 more
Total $12.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • LOCKTON COMPANIES, LLC95%
  • MCGRIFF INSURANCE SERVICES INC2%
  • NORTH RISK PARTNERS LLC2%
  • ASSUREDPARTNERS1%
  • AP BENEFIT ADVISORS, LLC0%
Total $768K5 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$211.4M
Participants2,049
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MCWANE HOURLY PENSION PLAN

TraditionalDB

Assets$134.3M
Participants2,311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
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
Open plan deep dive
Retirement#032

KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN

TraditionalDB

Assets$24.0M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
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
Open plan deep dive
Retirement#006

MCWANE SALARIED PENSION PLAN

TraditionalDB

Assets$4.9M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCWANE INC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF AL

Premiums$12.5M
Covered lives6,322
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$211.4M2,0492024
001MCWANE HOURLY PENSION PLANTraditionalDB$134.3M2,3112024
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$4.9M1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCWANE INC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF AL$12.5M6,3222024
Retirement plans
Welfare plans
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