Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CLEAVER-BROOKS COMPANY, INC.
EIN 87-2266456mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$126.4M assets
Welfare
1
$1.1M premiums
Participants
2,373
221 LAW STREET - THOMASVILLE, GA 317925525229-227-2626cleaverbrooks.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $126.4M assets / 1,392 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 1,726 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$715K
- Life$537K
- Long-term disability$187K
- Vision$165K
- Health$18K
- Prescription drug$18K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- METROPOLITAN LIFE INSURANCE COMPANY67%
- UNITEDHEALTHCARE INSURANCE COMPANY29%
- EMPATHIA, INC.2%
- PHYSICIANS MUTUAL INSURANCE COMPANY2%
- ZURICH AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
99%top
- MERCER HEALTH AND BENEFITS, LLC99%
- HUB INTERNATIONAL MIDWEST LIMITED1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEAVER-BROOKS INC. RETIREMENT AND SAVINGS PLAN
401k
Assets$111.6M
Participants1,217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEBRASKA BOILER UNION PENSION PLAN
TraditionalDB
Assets$14.8M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEAVER-BROOKS INC INSURANCE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives1,726
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEAVER-BROOKS INC. RETIREMENT AND SAVINGS PLAN | 401k | $111.6M | 1,217 | 2024 | |
| 002 | NEBRASKA BOILER UNION PENSION PLAN | TraditionalDB | $14.8M | 175 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLEAVER-BROOKS INC INSURANCE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.1M | 1,726 | 2024 |
Retirement plans
Welfare plans