PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SIGMA EQUIPMENT, INC.
Sponsor portfolio

SIGMA EQUIPMENT, INC.

EIN 20-2062609-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$8.0M assets
Welfare
1
$67K premiums
Participants
413
424 E. INGLEFIELD ROAD - EVANSVILLE, IN 47725812-266-2389
Plans on this EIN
3 filings
#001401k-$5.8M - 131 part#002ESOP-$2.2M - 157 part#501Fully Insured-$67K - 125 lives

Retirement portfolio analytics

2 plans aggregated / $8.0M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EQUIPMENT, INC. 401(K) (#001)73%
  • EMPLOYEE STOCK OWNERSHIP (#002)27%
Total $8.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)157
  • EQUIPMENT, INC. 401(K) (#001)131
Total 288Click row to drill in

Benefits portfolio analytics

1 plan / $67K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$67K
  • Short-term disability$67K
  • Long-term disability$67K
  • Other$67K
Total $67K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $67K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $11K1 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

SIGMA EQUIPMENT, INC. 401(K) PLAN

401k

Assets$5.8M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SIGMA EQUIPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.2M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIGMA EQUIPMENT GROUP LIFE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$67K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SIGMA EQUIPMENT, INC. 401(K) PLAN401k$5.8M1312025
002SIGMA EQUIPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$2.2M1572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIGMA EQUIPMENT GROUP LIFE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$67K1252024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica