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Sponsor portfolio

METALWORKING SOLUTIONS, INC.

EIN 93-4965586-wholesale-Latest filing 2025
Plans
3
Retirement
2
$2.7M assets
Welfare
1
$664K premiums
Participants
323
370 LABELING WAY - CHATTANOOGA, TN 37419423-648-6980metalworkingsolutions.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filings
#001401k-$2.2M - 102 part#002ESOP-$424K - 99 part#502Fully Insured-$664K - 158 lives

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 201 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • 401(K) P/S PLAN (#001)84%
  • EMPLOYEE STOCK OWNERSHIP (#002)16%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#001)102
  • EMPLOYEE STOCK OWNERSHIP (#002)99
Total 201Click row to drill in

Benefits portfolio analytics

1 plan / $664K premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$608K
  • Dental$608K
  • Vision$608K
  • Life$57K
  • Short-term disability$57K
  • Long-term disability$57K
  • +1 more
Total $664K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • AMERICAN UNITED LIFE INSURANCE COMPANY9%
Total $664K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • JACK SILBERMAN (SILBERMAN GROUP)74%
  • SILBERMAN GROUP LLC19%
  • THE CASON GROUP INC7%
Total $41K3 slices

Plan deep-dives

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

METALWORKING SOLUTIONS, LLC 401(K) P/S PLAN

401k

Assets$2.2M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

METALWORKING SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$424K
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

METALWORKING SOLUTIONS LLC BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$664K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001METALWORKING SOLUTIONS, LLC 401(K) P/S PLAN401k$2.2M1022025
002METALWORKING SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$424K992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502METALWORKING SOLUTIONS LLC BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$664K1582025
Retirement plans
Welfare plans
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