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Sponsor portfolio

FAIRBANKS MORSE LLC

EIN 81-2933620-machinery-Latest filing 2025
Plans
3
Retirement
2
$115.9M assets
Welfare
1
$1.1M premiums
Participants
3,017
701 WHITE AVENUE - BELOIT, WI 53511608-364-4411fmdefense.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
3 filings
#001401k-$112.7M - 1,585 part#002TraditionalDB-$3.2M - 59 part#501Mixed-$1.1M - 1,373 lives

Retirement portfolio analytics

2 plans aggregated / $115.9M assets / 1,644 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • MORSE RETIREMENT Savings (#001)97%
  • LLC RETIREMENT PROGRAM (#002)3%
Total $115.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • CHARLES SCHWAB & CO., INC.97%
  • (Not disclosed)3%
Total $115.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORSE RETIREMENT Savings (#001)1,585
  • LLC RETIREMENT PROGRAM (#002)59
Total 1,644Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$946K
  • Life$758K
  • Long-term disability$758K
  • Vision$144K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY83%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • BROWN & BROWN INSURANCE SERVICES83%
  • CERIDIAN HCM INC17%
Total $39K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FAIRBANKS MORSE RETIREMENT SAVINGS PLAN

401k

Assets$112.7M
Participants1,585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FAIRBANKS MORSE, LLC RETIREMENT PROGRAM

TraditionalDB

Assets$3.2M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAIRBANKS MORSE HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FAIRBANKS MORSE RETIREMENT SAVINGS PLAN401k$112.7M1,5852024
002FAIRBANKS MORSE, LLC RETIREMENT PROGRAMTraditionalDB$3.2M592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAIRBANKS MORSE HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.1M1,3732025
Retirement plans
Welfare plans
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