Original filing (PDF)20250915162049NAL0000813027001

KOEHLER INSTRUMENT CO., INC.

Name: KOEHLER INSTRUMENT CO., INC. — KOEHLER INSTRUMENT CO., INC. UNION PENSION TRUST, Form 5500 (2024)
Creator: KOEHLER INSTRUMENT CO., INC.

Form 5500-SF

FILING_RECEIVED

KOEHLER INSTRUMENT CO., INC. UNION PENSION TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOEHLER INSTRUMENT CO., INC..

Plan sponsor

Name

KOEHLER INSTRUMENT CO., INC.

EIN

11-1672633

Address

85 CORPORATE DRIVE · HOLTSVILLE, NY · 11742

Phone

(631) 589-3800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

1B · Flat-dollar DB formula

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

STERILIZ, LLC

STERILIZ, LLC CASH BALANCE PLAN

$1.2M · 3 participants

RACO MANUFACTURING & ENGINEERING CO.

RACO MANUFACTURING & ENGINEERING CO. 401(K) PLAN

$1.2M · 17 participants

LIFECANVAS TECHNOLOGIES INC.

LIFECANVAS TECHNOLOGIES INC. 401(K) PLAN

$1.2M · 28 participants

YOUNG & CHAMPAGNE ELECTRICAL SALES, INC.

YOUNG & CHAMPAGNE ELECTRICAL SALES, INC. 401(K) PLAN

$1.2M · 12 participants

FIRE BY DESIGN INC

FIRE BY DESIGN INC 401(K) PROFIT SHARING PLAN