Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$560K
- Life$500K
- Short-term disability$500K
- Long-term disability$500K
- Vision$56K
Sponsor portfolio
PUCKETT MACHINERY COMPANY
EIN 64-0395517machineryLatest filing 2025
Plans
2
Retirement
1
$57.7M assets
Welfare
1
$616K premiums
Participants
1,179
100 CATERPILLAR DRIVE - FLOWOOD, MS 39232769-777-7200puckettmachinery.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $616K premiums / 565 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA81%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- STARMOUNT LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
85%top
- ROSS & YERGER INSURANCE INC85%
- ROBBINS RESEARCH AND PLANNING INC5%
- KATIE MULLINS WALDROP3%
- J MICHAEL NORRIS INC3%
- FRANK WOODWARD CRAIG1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PUCKETT MACHINERY COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST
401k
Assets$57.7M
Participants613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PUCKETT MACHINERY COMPANY HEALTH & WELFARE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$616K
Covered lives565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PUCKETT MACHINERY COMPANY 401(K) RETIREMENT SAVINGS PLAN AND TRUST | 401k | $57.7M | 613 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PUCKETT MACHINERY COMPANY HEALTH & WELFARE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $616K | 565 | 2025 |
Retirement plans
Welfare plans