# CARRIER PROCESS EQUIPMENT GROUP INC. WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **CARRIER PROCESS EQUIPMENT GROUP INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CARRIER PROCESS EQUIPMENT GROUP INC. |
| EIN | 812418317 |
| Plan number | 504 |
| Plan year | 2025 |
| Location | LOUISVILLE, KY |
| Industry | Manufacturing |
| Funding | mixed |
| Total premiums | $427K |
| Participants | 376 |
| Persons covered | 509 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| LINCOLN FINANCIAL GROUP | Life, STD, LTD, Other |
| ANTHEM LIFE INSURANCE COMPANY | Dental, Vision |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Other |
| ALLSTATE | Other |
| HARTFORD LIFE AND ACCIDENT | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MCGRIFF INSURANCE SERVICES INC | ANTHEM HEALTH PLANS OF KENTUCKY, INC. |
| MARSH & MCLENNAN AGENCY LLC | ANTHEM HEALTH PLANS OF KENTUCKY, INC. |
| THE BENEFIT COMPANY INC | ANTHEM HEALTH PLANS OF KENTUCKY, INC. |
| MARSH & MCLENNAN AGENCY LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| MCGRIFF INSURANCE SERVICES INC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| THE BENEFIT COMPANY INC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| HE BENEFIT COMPANY INC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| MCGRIFF INSURANCE SERVICES INC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| THE BENEFIT COMPANY INC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| THE BENEFIT COMPANY INC | ALLSTATE BENEFITS |
| MCGRIFF INSURANCE SERVICES INC | ALLSTATE BENEFITS |
| MCGRIFF INSURANCE SERVICES INC | HARTFORD LIFE AND ACCIDENT |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/812418317-504
- Cite as: PlanOptica, https://planoptica.com/welfare/812418317-504
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