PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OGRE HOLDINGS, LLC
Sponsor portfolio

OGRE HOLDINGS, LLC

EIN 20-3308873-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$231K premiums
Participants
358
641 CLEVELAND ST. - TIPTON, IN 46072317-559-7697LinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$13.4M - 190 part#501Mixed-$231K - 168 lives

Benefits portfolio analytics

1 plan / $231K premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$231K
  • Life$201K
  • Short-term disability$201K
  • Long-term disability$201K
Total $231K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY87%
  • QBE INSURANCE13%
Total $231K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • UNIFIED GROUP SERVICES, INC.100%
Total $25K1 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

OGRE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$13.4M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OGRE HOLDINGS, LLC HEALTH PLAN

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$231K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OGRE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$13.4M1902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OGRE HOLDINGS, LLC HEALTH PLANMixedAMERICAN UNITED LIFE INSURANCE COMPANY$231K1682025
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