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Sponsor portfolio

ASHLAND FOUNDRY AND MACHINE WORKS,

EIN 81-5042835-mining & metals-Latest filing 2025
Plans
4
Retirement
2
$14.5M assets
Welfare
2
$1000K premiums
Participants
604
500 E CENTER STREET - ASHLAND, PA 179212018570-875-6166LinkedIn51-200 employeesmining & metals
Plans on this EIN
4 filings
#002401k-$7.3M - 165 part#001401k-$7.2M - 68 part#502Self Funded-$762K - 160 lives#501Mixed-$238K - 207 lives

Retirement portfolio analytics

2 plans aggregated / $14.5M assets / 233 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • UNION RETIREMENT PLAN (#002)50%
  • NON-UNION RETIREMENT PLAN (#001)50%
Total $14.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PLAN (#002)165
  • NON-UNION RETIREMENT PLAN (#001)68
Total 233Click row to drill in

Benefits portfolio analytics

2 plans / $1000K premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$762K
  • Other$129K
  • Short-term disability$108K
  • Life$60K
  • Long-term disability$10K
Total $1000K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HM LIFE INSURANCE COMPANY76%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY24%
  • EVEREST REINSURANCE COMPANY0%
Total $1000K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BSI CORPORATE BENEFITS LLC100%
Total $47K1 slice

Plan deep-dives

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

ASHLAND FOUNDRY AND MACHINE WORKS, LLC UNION RETIREMENT PLAN

401k

Assets$7.3M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ASHLAND FOUNDRY AND MACHINE WORKS, LLC NON-UNION RETIREMENT PLAN

401k

Assets$7.2M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ASHLAND FOUNDRY AND MACHINE WORKS, LLC GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$762K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ASHLAND FOUNDRY & MACHINE WORKS, LLC GROUP INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$238K
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ASHLAND FOUNDRY AND MACHINE WORKS, LLC UNION RETIREMENT PLAN401k$7.3M1652025
001ASHLAND FOUNDRY AND MACHINE WORKS, LLC NON-UNION RETIREMENT PLAN401k$7.2M682025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ASHLAND FOUNDRY AND MACHINE WORKS, LLC GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$762K1602024
501ASHLAND FOUNDRY & MACHINE WORKS, LLC GROUP INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$238K2072024
Retirement plans
Welfare plans
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