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Sponsor portfolio

CARRIER PROCESS EQUIPMENT GROUP, INC.

EIN 81-2418317-Manufacturing-Latest filing 2025
Plans
4
Retirement
3
$132.1M assets
Welfare
1
$427K premiums
Participants
1,516
P.O. BOX 37070 - LOUISVILLE, KY 402337070502-969-3171
Plans on this EIN
4 filings
#002ESOP-$97.1M - 374 part#003401k-$26.4M - 311 part#001CashBalance-$8.7M - 455 part#504Mixed-$427K - 509 lives

Retirement portfolio analytics

3 plans aggregated / $132.1M assets / 1,140 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#002)73%
  • PLAN AND TRUST (#003)20%
  • CASH BALANCE PLAN (#001)7%
Total $132.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)455
  • EMPLOYEE STOCK OWNERSHIP (#002)374
  • PLAN AND TRUST (#003)311
Total 1,140Click row to drill in

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
Total $427K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
  • ANTHEM LIFE INSURANCE COMPANY38%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY9%
  • ALLSTATE4%
  • HARTFORD LIFE AND ACCIDENT0%
Total $427K5 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • MARSH & MCLENNAN AGENCY LLC43%
  • MCGRIFF INSURANCE SERVICES INC38%
  • THE BENEFIT COMPANY INC19%
Total $61K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CARRIER PROCESS EQUIPMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$97.1M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST

401k

Assets$26.4M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CARRIER PROCESS EQUIPMENT GROUP, INC. CASH BALANCE PLAN

CashBalance

Assets$8.7M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CARRIER PROCESS EQUIPMENT GROUP INC. WELFARE BENEFIT PLAN

Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$427K
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002CARRIER PROCESS EQUIPMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$97.1M3742025
003CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST401k$26.4M3112025
001CARRIER PROCESS EQUIPMENT GROUP, INC. CASH BALANCE PLANCashBalance$8.7M4552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CARRIER PROCESS EQUIPMENT GROUP INC. WELFARE BENEFIT PLANMixedANTHEM HEALTH PLANS OF KENTUCKY, INC.$427K5092025
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