Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$27.6M
Filings through .
Espey Mfg. & Electronics Corp.
EIN 14-1387171electrical/electronic manufacturingLatest filing 2025
Plans
4
Retirement
2
$42.7M assets
Health & Benefits
2
$516K premiums
Participants
538
233 BALLSTON AVENUE - SARATOGA SPRINGS, NY 128664755518-584-4100espey.comLinkedIn51-200 employeeselectrical/electronic manufacturing
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $42.7M assets / 306 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$27.6M
- THE VANGUARD GROUP, INC.$15.1M
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ESPEY MFG. & ELECTRONICS CORP. EMPLOYEE RETIREMENT PLAN & TRUST
ESOP
Assets$27.6M
Participants158
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ESPEY MFG & ELECTRONICS CORP. 401(K) SAVINGS PLAN
401(k)
Assets$15.1M
Participants148
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ESPEY MFG. & ELECTRONICS CORP HEALTH INSURANCE PLAN
Fully insured - ANTHEM BLUE CROSS
Premiums$478K
Covered lives143
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
ESPEY MFG. & ELECTRONICS CORP LIFE INSURANCE PLAN
Fully insured - ANTHEM LIFE AND DISABILITY INSURANCE COMPANY
Premiums$38K
Covered lives138
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ESPEY MFG. & ELECTRONICS CORP. EMPLOYEE RETIREMENT PLAN & TRUST | ESOP | $27.6M | 158 | 2025 |
| #002 | ESPEY MFG & ELECTRONICS CORP. 401(K) SAVINGS PLAN | 401(k) | $15.1M | 148 | 2025 |
- #001 · ESOP · 2025158
- #002 · 401(k) · 2025148
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ESPEY MFG. & ELECTRONICS CORP HEALTH INSURANCE PLAN | Fully insured | ANTHEM BLUE CROSS | $478K | 143 | 2025 |
| #501 | ESPEY MFG. & ELECTRONICS CORP LIFE INSURANCE PLAN | Fully insured | ANTHEM LIFE AND DISABILITY INSURANCE COMPANY | $38K | 138 | 2025 |
- #502 · Fully insured · ANTHEM BLUE CROSS · 2025143
- #501 · Fully insured · ANTHEM LIFE AND DISABILITY INSURANCE COMPANY · 2025138
Retirement plans
Health & Benefits plans