Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALLIENT, INC.
EIN 84-0518115Latest filing 2025
Plans
3
Retirement
2
$138.2M assets
Welfare
1
$1.1M premiums
Participants
3,175
495 COMMERCE DRIVE, SUITE 3 - AMHERST, NY 14228716-242-8634
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $138.2M assets / 2,542 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 662 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$565K
- Life$506K
- Dental$475K
- Vision$475K
- Short-term disability$335K
- Long-term disability$335K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
97%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA97%
- BLUE CARE NETWORK OF MICHIGAN3%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ALLIENT INCORPORATED 401(K) TAX ADVANTAGED INVESTMENT PLAN
401k
Assets$122.2M
Participants1,303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLIED MOTION TECHNOLOGIES INC. EMPLOYEES' STOCK OWNERSHIP PLAN
ESOP
Assets$16.0M
Participants1,239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530
ALLIENT, INC. WELFARE BENEFITS PLAN
Fully Insured - PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY
Premiums$1.1M
Covered lives662
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ALLIENT INCORPORATED 401(K) TAX ADVANTAGED INVESTMENT PLAN | 401k | $122.2M | 1,303 | 2024 | |
| 002 | ALLIED MOTION TECHNOLOGIES INC. EMPLOYEES' STOCK OWNERSHIP PLAN | ESOP | $16.0M | 1,239 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | ALLIENT, INC. WELFARE BENEFITS PLAN | Fully Insured | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $1.1M | 662 | 2025 |
Retirement plans
Welfare plans