Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HYSTER-YALE MATERIALS HANDLING, INC.
EIN 93-0160700machineryLatest filing 2024
Plans
7
Retirement
2
$1.01B assets
Welfare
5
$3.2M premiums
Participants
9,797
5875 LANDERBROOK DRIVE, SUITE 300 - CLEVELAND, OH 44124252-561-5301hyster-yale.comLinkedIn5001-10000 employeesmachinery
Retirement portfolio analytics
2 plans aggregated / $1.01B assets / 6,290 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- THE VANGUARD GROUP, INC.96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $3.2M premiums / 6,991 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.1M
- Life$2.6M
- Long-term disability$2.6M
- Health$73K
- Dental$73K
- Prescription drug$73K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA92%
- MINES & ASSOCIATES5%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#013
THE HYSTER-YALE MATERIALS HANDLING, INC. PROFIT SHARING RETIREMENT PLAN
401k
Assets$966.6M
Participants4,913
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021
THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN
CashBalance
Assets$45.0M
Participants1,377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#546
HYSTER-YALE MATERIALS HANDLING, INC. INSURED WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$3.0M
Covered lives3,478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
HYSTER-YALE MATERIALS HANDLING, INC. HEALTH PLAN
Mixed - MINES AND ASSOCIATES, INC.
Premiums$241K
Covered lives3,513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HYSTER-YALE MATERIALS HANDLING, INC. DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#544
HYSTER-YALE MATERIALS HANDLING, INC. SALARIED EMPLOYEES SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545
HYSTER-YALE MATERIALS HANDLING, INC. FLEX PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 013 | THE HYSTER-YALE MATERIALS HANDLING, INC. PROFIT SHARING RETIREMENT PLAN | 401k | $966.6M | 4,913 | 2024 | |
| 021 | THE HYSTER-YALE MATERIALS HANDLING, INC. COMBINED PENSION PLAN | CashBalance | $45.0M | 1,377 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 546 | HYSTER-YALE MATERIALS HANDLING, INC. INSURED WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3.0M | 3,478 | 2024 | |
| 501 | HYSTER-YALE MATERIALS HANDLING, INC. HEALTH PLAN | Mixed | MINES AND ASSOCIATES, INC. | $241K | 3,513 | 2024 | |
| 503 | HYSTER-YALE MATERIALS HANDLING, INC. DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 544 | HYSTER-YALE MATERIALS HANDLING, INC. SALARIED EMPLOYEES SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 545 | HYSTER-YALE MATERIALS HANDLING, INC. FLEX PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans