Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EMPLOYEE OWNED HOLDINGS, INC.
EIN 20-8026834mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$186.2M assets
Welfare
1
$1.5M premiums
Participants
1,155
16330 CENTRAL GREEN BLVD STE 200 - HOUSTON, TX 770325151281-569-7052eoh-inc.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $186.2M assets / 808 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
80%top
- (Not disclosed)80%
- ASCENSUS LLC20%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 569 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
83%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
- LIFE INSURANCE COMPANY OF NORTH AMERICA17%
Broker market share
Schedule A broker compensation
71%top
- LOCKTON COMPANIES, LLC71%
- GBS BENEFITS INC21%
- EMERSON REID LLC5%
- ASSUREDPARTNERS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMPLOYEE OWNED HOLDINGS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$148.5M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EMPLOYEE OWNED HOLDINGS, INC. 401(K) PS PLAN
401k
Assets$37.7M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EMPLOYEE OWNED HOLDINGS, INC. WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILATES
Premiums$1.5M
Covered lives569
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMPLOYEE OWNED HOLDINGS, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $148.5M | 384 | 2024 | |
| 002 | EMPLOYEE OWNED HOLDINGS, INC. 401(K) PS PLAN | 401k | $37.7M | 424 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans