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Sponsor portfolio

ESPEY MFG. & ELECTRONICS CORP.

EIN 14-1387171-electrical/electronic manufacturing-Latest filing 2025
Plans
4
Retirement
2
$42.7M assets
Welfare
2
$516K premiums
Participants
538
233 BALLSTON AVENUE - SARATOGA SPRINGS, NY 128664755518-584-4100espey.comLinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
4 filings
#001ESOP-$27.6M - 158 part#002401k-$15.1M - 148 part#502Fully Insured-$478K - 143 lives#501Fully Insured-$38K - 138 lives

Retirement portfolio analytics

2 plans aggregated / $42.7M assets / 306 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN & TRUST (#001)65%
  • CORP. 401(K) Savings (#002)35%
Total $42.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • THE VANGUARD GROUP, INC.35%
Total $42.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)158
  • CORP. 401(K) Savings (#002)148
Total 306Click row to drill in

Benefits portfolio analytics

2 plans / $516K premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$516K
  • Health$478K
  • Dental$478K
  • Vision$478K
  • Prescription drug$478K
  • Life$38K
  • +1 more
Total $516K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $516K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $8K1 slice

Plan deep-dives

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

ESPEY MFG. & ELECTRONICS CORP. EMPLOYEE RETIREMENT PLAN & TRUST

ESOP

Assets$27.6M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ESPEY MFG & ELECTRONICS CORP. 401(K) SAVINGS PLAN

401k

Assets$15.1M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ESPEY MFG. & ELECTRONICS CORP HEALTH INSURANCE PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$478K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ESPEY MFG. & ELECTRONICS CORP LIFE INSURANCE PLAN

Fully Insured - ANTHEM LIFE AND DISABILITY INSURANCE COMPANY

Premiums$38K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ESPEY MFG. & ELECTRONICS CORP. EMPLOYEE RETIREMENT PLAN & TRUSTESOP$27.6M1582025
002ESPEY MFG & ELECTRONICS CORP. 401(K) SAVINGS PLAN401k$15.1M1482025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ESPEY MFG. & ELECTRONICS CORP HEALTH INSURANCE PLANFully InsuredANTHEM BLUE CROSS$478K1432025
501ESPEY MFG. & ELECTRONICS CORP LIFE INSURANCE PLANFully InsuredANTHEM LIFE AND DISABILITY INSURANCE COMPANY$38K1382025
Retirement plans
Welfare plans
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