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Sponsor portfolio

CONCORDE BATTERY CORPORATION

EIN 95-3367682-Latest filing 2025
Plans
3
Retirement
2
$20.2M assets
Welfare
1
$752K premiums
Participants
795
2009 W SAN BERNARDINO RD - WEST COVINA, CA 91790626-813-1234LinkedIn11-50 employees
Plans on this EIN
3 filings
#001OtherDC-$18.5M - 509 part#002ProfitSharing-$1.7M - 36 part#501Mixed-$752K - 248 lives

Retirement portfolio analytics

2 plans aggregated / $20.2M assets / 545 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PROFIT SHARING PLAN (#001)92%
  • PLAN (PLAN B) (#002)8%
Total $20.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)509
  • PLAN (PLAN B) (#002)36
Total 545Click row to drill in

Benefits portfolio analytics

1 plan / $752K premiums / 248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$734K
  • Life$18K
  • Other$18K
Total $752K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • MARKEL INSURANCE COMPANY98%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $752K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • K-KICS100%
Total $90K1 slice

Plan deep-dives

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

CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLAN

OtherDC

Assets$18.5M
Participants509
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONCORDE/INTERSPACE EMPLOYEE RETIREMENT PLAN (PLAN B)

ProfitSharing

Assets$1.7M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONCORDE BATTERY CORPORATION HEALTH CARE PLAN

Mixed - MARKEL INSURANCE CO.

Premiums$752K
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONCORDE BATTERY CORPORATION'S 401(K) PROFIT SHARING PLANOtherDC$18.5M5092024
002CONCORDE/INTERSPACE EMPLOYEE RETIREMENT PLAN (PLAN B)ProfitSharing$1.7M362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONCORDE BATTERY CORPORATION HEALTH CARE PLANMixedMARKEL INSURANCE CO.$752K2482025
Retirement plans
Welfare plans
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