Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$26.4M
Filings through .
Carrier Process Equipment Group, Inc.
EIN 81-2418317ManufacturingLatest filing 2025
Plans
4
Retirement
3
$132.1M assets
Health & Benefits
1
$427K premiums
Participants
1,516
P.O. BOX 37070 - LOUISVILLE, KY 402337070502-969-3171
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $132.1M assets / 1,140 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $427K premiums / 509 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$164K
- Vision$164K
- Life$108K
- Short-term disability$72K
- Other$66K
- Long-term disability$30K
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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#002
CARRIER PROCESS EQUIPMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$97.1M
Participants374
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST
401(k)
Assets$26.4M
Participants311
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CARRIER PROCESS EQUIPMENT GROUP, INC. CASH BALANCE PLAN
Cash balance
Assets$8.7M
Participants455
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
CARRIER PROCESS EQUIPMENT GROUP INC. WELFARE BENEFIT PLAN
Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$427K
Covered lives509
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CARRIER PROCESS EQUIPMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $97.1M | 374 | 2025 |
| #003 | CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST | 401(k) | $26.4M | 311 | 2025 |
| #001 | CARRIER PROCESS EQUIPMENT GROUP, INC. CASH BALANCE PLAN | Cash balance | $8.7M | 455 | 2025 |
- #002 · ESOP · 2025374
- #003 · 401(k) · 2025311
- #001 · Cash balance · 2025455
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | CARRIER PROCESS EQUIPMENT GROUP INC. WELFARE BENEFIT PLAN | Mixed | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $427K | 509 | 2025 |
- #504 · Mixed · ANTHEM HEALTH PLANS OF KENTUCKY, INC. · 2025509
Retirement plans
Health & Benefits plans