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Sponsor portfolio

ELM ELECTRICAL, INC.

EIN 04-2489159-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$50.3M assets
Welfare
1
$115K premiums
Participants
686
68 UNION ST - WESTFIELD, MA 01085413-568-0905elmelec.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#001401k-$43.8M - 257 part#002ESOP-$6.5M - 222 part#501Mixed-$115K - 198 lives

Retirement portfolio analytics

2 plans aggregated / $50.3M assets / 479 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • ELECTRICAL, INC. 401(K) (#001)87%
  • EMPLOYEE STOCK OWNERSHIP (#002)13%
Total $50.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELECTRICAL, INC. 401(K) (#001)257
  • EMPLOYEE STOCK OWNERSHIP (#002)222
Total 479Click row to drill in

Benefits portfolio analytics

1 plan / $115K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$115K
  • Long-term disability$115K
  • Other$115K
Total $115K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $115K1 slice

Broker market share

Schedule A broker compensation

Split broker
57%top
  • THE DBL CENTER LTD57%
  • HOLMES MURPHY & ASSOCIATES43%
Total $17K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ELM ELECTRICAL, INC. 401(K) PLAN

401k

Assets$43.8M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELM ELECTRICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.5M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ELM ELECTRICAL HEALTH & WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$115K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELM ELECTRICAL, INC. 401(K) PLAN401k$43.8M2572024
002ELM ELECTRICAL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.5M2222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ELM ELECTRICAL HEALTH & WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$115K1982025
Retirement plans
Welfare plans
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