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  2. ALTEC INDUSTRIES, INC.
Sponsor portfolioTH

ALTEC INDUSTRIES, INC.

EIN 63-0362926-machinery-Latest filing 2025
Plans
3
Retirement
2
$1.04B assets
Welfare
1
$14.4M premiums
Participants
24,144
210 INVERNESS CENTER DRIVE - BIRMINGHAM, AL 35242205-991-7733LinkedIn1-10 employeesmachinery
Plans on this EIN
3 filings
#003401k-$986.4M - 11,954 part#001TraditionalDB-$57.1M - 949 part#507Mixed-$14.4M - 23,256 lives

Retirement portfolio analytics

2 plans aggregated / $1.04B assets / 12,903 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • INC. RETIREMENT Savings (#003)95%
  • INC. ASSOCIATES' PENSION (#001)5%
Total $1.04BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • MERRILL LYNCH PIERCE FENNER & SMITH95%
  • (Not disclosed)5%
Total $1.04BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#003)11,954
  • INC. ASSOCIATES' PENSION (#001)949
Total 12,903Click row to drill in

Benefits portfolio analytics

1 plan / $14.4M premiums / 23,256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$7.4M
  • Long-term disability$7.4M
  • Other$7.4M
  • Vision$1.3M
Total $14.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • HARTFORD LIFE AND ACCIDENT51%
  • RELIASTAR LIFE INSURANCE COMPANY39%
  • VISION SERVICE PLAN9%
  • DELTA DENTAL OF CALIFORNIA0%
Total $14.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • HODGES-MACE BENEFITS GRP INC49%
  • MARSH & MCLENNAN AGENCY LLC29%
  • MCGRIFF INSURANCE SERVICES INC12%
  • OASIS SOFTWARE II, LLC8%
  • ALIGHT SOLUTIONS3%
Total $1.3M5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ALTEC, INC. RETIREMENT SAVINGS PLAN

401k

Assets$986.4M
Participants11,954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALTEC INDUSTRIES, INC. ASSOCIATES' PENSION PLAN

TraditionalDB

Assets$57.1M
Participants949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

ALTEC INDUSTRIES, INC. GROUP HEALTH AND WELLNESS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$14.4M
Covered lives23,256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ALTEC, INC. RETIREMENT SAVINGS PLAN401k$986.4M11,9542024
001ALTEC INDUSTRIES, INC. ASSOCIATES' PENSION PLANTraditionalDB$57.1M9492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507ALTEC INDUSTRIES, INC. GROUP HEALTH AND WELLNESS PLANMixedHARTFORD LIFE AND ACCIDENT$14.4M23,2562025
Retirement plans
Welfare plans
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