Form 5500 · Employee benefit plan · NEW BREMEN, OH
CROWN EQUIPMENT CORPORATION
The filing calls this plan CROWN EQUIPMENT CORPORATION HEALTH AND WELFARE BENEFIT PLAN.
Public Form 5500 records show how CROWN EQUIPMENT CORPORATION of NEW BREMEN, OH, a manufacturing employer, structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through COMMUNITY INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-4412691 · plan 501 · plan year 2025, filed Oct 13, 2025
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 12 insured contracts covering health, dental, vision, life and disability; the largest, with COMMUNITY INSURANCE COMPANY, covers 21,492 people.
Reported premium across the insured contracts is $170,975,349, with $537,766 in disclosed broker commissions — about 0.3% of premium.
The health contract's policy period ended in July, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
LOCKTON COMPANIES, LLC is the broker of record on 6 of the 12 contracts; the rest name a different broker or none.
11 carriers appear on the filing, including COMMUNITY INSURANCE COMPANY, DELTA DENTAL OF OHIO, KAISER FOUNDATION HEALTH PLAN, INC. and RELIASTAR LIFE INSURANCE COMPANY. COMMUNITY INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL OF OHIO | Dental | 23,522 | Jan 1, 2025 | $7,160,563 | $213,371 |
| RELIASTAR LIFE INSURANCE COMPANY | Life, Disability | 17,930 | Jan 1, 2025 | $4,117,814 | $131,834 |
| VISION SERVICE PLAN | Vision | 9,545 | Jan 1, 2025 | $1,671,138 | $83,553 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 236 | Aug 1, 2024 | $741,790 | $35,654 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 257 | Jan 1, 2025 | $712,860 | $32,793 |
| FOUR EVER LIFE INS CO. | Health, Dental, Vision, Life | 36 | Mar 1, 2025 | $347,864 | $27,829 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 99 | Jan 1, 2025 | $692,151 | $12,732 |
| COMMUNITY INSURANCE COMPANY | Health | 21,492 | Jan 1, 2025 | $147,708,447 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,182 | Jan 1, 2025 | $6,657,211 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 102 | Jan 1, 2025 | $649,414 | $0 |
| BEHAVIORAL HEALTH SYSTEMS, INC. | — | 13,463 | Jan 1, 2025 | $516,097 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 13,463 | Jan 1, 2025 | — | $0 |
Premium and claims on this contract
DELTA DENTAL OF OHIO, contract 2314. For the contract year on this filing, the carrier reported $7,160,563 in premium earned and $6,030,373 in claims incurred. Dividing one by the other gives 84%.
- DELTA DENTAL OF OHIO, contract 2314 reported $773,342 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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: 12,685 employees, 352 recordable cases, 8,294 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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