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Sponsor portfolioTH

BOART LONGYEAR COMPANY

EIN 87-0503343-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$179.9M assets
Welfare
1
$1.6M premiums
Participants
3,626
2455 SOUTH 2600 WEST - WEST VALLEY, UT 84119801-972-6430boartlongyear.comLinkedIn5001-10000 employeesmining & metals
Plans on this EIN
3 filings
#005401k-$145.6M - 2,172 part#001TraditionalDB-$34.4M - 387 part#502Mixed-$1.6M - 1,683 lives

Retirement portfolio analytics

2 plans aggregated / $179.9M assets / 2,559 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • COMPANY 401(K) Savings (#005)81%
  • PLAN AND TRUST (#001)19%
Total $179.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY 401(K) Savings (#005)2,172
  • PLAN AND TRUST (#001)387
Total 2,559Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,683 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.3M
  • Long-term disability$1.3M
  • Vision$126K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HARTFORD LIFE AND ACCIDENT85%
  • AMERITAS LIFE INSURANCE CORP.8%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
  • BLOMQUIST HALE CONSULTING3%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • IMA, INC.95%
  • D'ANN DABELL3%
  • UNKNOWN2%
Total $120K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

BOART LONGYEAR COMPANY 401(K) SAVINGS PLAN

401k

Assets$145.6M
Participants2,172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BOART LONGYEAR COMPANY PENSION PLAN AND TRUST

TraditionalDB

Assets$34.4M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BOART LONGYEAR EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.6M
Covered lives1,683
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005BOART LONGYEAR COMPANY 401(K) SAVINGS PLAN401k$145.6M2,1722024
001BOART LONGYEAR COMPANY PENSION PLAN AND TRUSTTraditionalDB$34.4M3872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BOART LONGYEAR EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$1.6M1,6832025
Retirement plans
Welfare plans
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