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Sponsor portfolio

SYSTEMS ENGINEERING, INC.

EIN 01-0462643-information technology and services-Latest filing 2024
Plans
3
Retirement
2
$72.7M assets
Welfare
1
$303K premiums
Participants
655
120 EXCHANGE ST., STE. 101 - PORTLAND, ME 04101207-772-3199systemsengineering.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#002ESOP-$51.1M - 223 part#001401k-$21.5M - 243 part#501Mixed-$303K - 234 lives

Retirement portfolio analytics

2 plans aggregated / $72.7M assets / 466 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • EMPLOYEE STOCK OWNERSHIP (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $72.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • (Not disclosed)70%
  • EPIC RETIREMENT PLAN SERVICES30%
Total $72.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)243
  • EMPLOYEE STOCK OWNERSHIP (#002)223
Total 466Click row to drill in

Benefits portfolio analytics

1 plan / $303K premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$158K
  • Other$158K
  • Dental$134K
  • Short-term disability$128K
  • Long-term disability$128K
  • Vision$11K
Total $303K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA52%
  • STARMOUNT LIFE INSURANCE COMPANY44%
  • EYEMED VISION CARE4%
Total $303K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • CLARK INSURANCE3%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SYSTEMS ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$51.1M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SYSTEMS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$21.5M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SYSTEMS ENGINEERING, INC. EMPLOYEE BENEFITS PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$303K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SYSTEMS ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$51.1M2232024
001SYSTEMS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN401k$21.5M2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYSTEMS ENGINEERING, INC. EMPLOYEE BENEFITS PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$303K2342024
Retirement plans
Welfare plans
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