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Sponsor portfolio

THALER MACHINE COMPANY, LLC

EIN 84-4259995-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$123K premiums
Participants
253
216 TAHLEQUAH TRAIL - SPRINGBORO, OH 45066937-550-2400thalermachine.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$6.9M - 146 part#501Mixed-$123K - 107 lives

Benefits portfolio analytics

1 plan / $123K premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$123K
  • Vision$123K
  • Life$123K
  • Short-term disability$123K
  • Long-term disability$123K
  • Other$123K
Total $123K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $123K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $24K1 slice

Plan deep-dives

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

THALER MACHINE COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$6.9M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THALER MACHINE COMPANY, LLC EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$123K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THALER MACHINE COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST401k$6.9M1462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THALER MACHINE COMPANY, LLC EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$123K1072025
Retirement plans
Welfare plans
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