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Sponsor portfolio

CORE MACHINERY

EIN 92-2115069-machinery-Latest filing 2024
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$748K premiums
Participants
449
926 S 7TH ST - PHOENIX, AZ 85034602-256-5117coremachinery.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#002401k-$16.7M - 299 part#506Mixed-$748K - 304 lives

Benefits portfolio analytics

1 plan / $748K premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$539K
  • Stop-loss$539K
  • Life$209K
  • Short-term disability$209K
  • Long-term disability$209K
  • Other$209K
Total $748K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • BLUE CROSS OF CALIFORNIA72%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA28%
Total $748K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RESECO INSURANCE ADVISORS LLC100%
Total $59K1 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

CORE MACHINERY RETIREMENT SAVINGS PLAN

401k

Assets$16.7M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

CORE MACHINERY LLC HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$748K
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CORE MACHINERY RETIREMENT SAVINGS PLAN401k$16.7M2992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506CORE MACHINERY LLC HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF ARIZONA$748K3042024
Retirement plans
Welfare plans
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