Form 5500 · Employee benefit plan · BATESVILLE, IN
BATESVILLE TOOL & DIE, INC.
The filing calls this plan BATESVILLE TOOL & DIE, INC. WELFARE BENEFIT PLAN.
BATESVILLE TOOL & DIE, INC. of BATESVILLE, IN is a 451-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is CONNER HEALTH AND BENEFITS. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1444312 · plan 505 · plan year 2025, filed Apr 23, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
22 other employer plans in Indiana have policy years ending in November. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 1 insured contract covering dental, vision, life and disability; the largest, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, covers 555 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $497,074, with $81,927 in disclosed broker commissions — about 16% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 555 | Dec 1, 2025 | $497,074 | $81,927 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 811 employees, 19 recordable cases, 26 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
22 other employer plans in Indiana are December 1 renewals (policy year ends November).
Their policy years end in November, like this plan’s, so most renew December 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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