Assets by plan
Share of aggregate retirement assets
Filings through .
Employee Owned Holdings, Incorporated
EIN 20-8026834mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$213.5M assets
Health & Benefits
1
$1.5M premiums
Participants
1,181
16330 CENTRAL GREEN BLVD., SUITE 200 - HOUSTON, TX 770325151281-569-7000eoh-inc.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $213.5M assets / 834 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 569 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.2M
- Vision$1.2M
- Stop-loss$1.2M
- Long-term disability$104K
- Life$88K
- Short-term disability$49K
- +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
EMPLOYEE OWNED HOLDINGS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$168.8M
Participants405
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
EMPLOYEE OWNED HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$44.7M
Participants429
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
EMPLOYEE OWNED HOLDINGS, INC. WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILATES
Premiums$1.5M
Covered lives569
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EMPLOYEE OWNED HOLDINGS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $168.8M | 405 | 2025 |
| #002 | EMPLOYEE OWNED HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $44.7M | 429 | 2025 |
- #001 · ESOP · 2025405
- #002 · 401(k) · 2025429
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EMPLOYEE OWNED HOLDINGS, INC. WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILATES | $1.5M | 569 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILATES · 2025569
Retirement plans
Health & Benefits plans