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  2. BOHLER ENGINEERING P.C.
Sponsor portfolio

BOHLER ENGINEERING P.C.

EIN 22-2592713-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$141.3M assets
Welfare
2
$1.4M premiums
Participants
2,985
30 INDEPENDENCE BLVD, SUITE 200 - WARREN, NJ 07059908-668-8300
Plans on this EIN
3 filings
#002401k-$141.3M - 1,222 part#503Fully Insured-$684K - 1,391 lives#504Fully Insured-$676K - 895 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 2,286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$684K
  • Dental$684K
  • Vision$684K
  • Other$324K
  • Life$186K
  • Short-term disability$181K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • AETNA LIFE INSURANCE COMPANY50%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA50%
  • AFLAC0%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • JEANNETTE A COLE1%
  • STEPHEN WEST1%
  • EPSIX, INC.1%
  • THOMAS P MCKIERNAN0%
  • +3 more
Total $116K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BOHLER ENGINEERING P.C. 401(K) PLAN

401k

Assets$141.3M
Participants1,222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BOHLER ENGINEERING, P.C. GROUP DENTAL & MEDICAL PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$684K
Covered lives1,391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BOHLER ENGINEERING, P.C. DISABILITY AND LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$676K
Covered lives895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BOHLER ENGINEERING P.C. 401(K) PLAN401k$141.3M1,2222024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BOHLER ENGINEERING, P.C. GROUP DENTAL & MEDICAL PLANFully InsuredAETNA LIFE INSURANCE COMPANY$684K1,3912024
504BOHLER ENGINEERING, P.C. DISABILITY AND LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$676K8952024
Retirement plans
Welfare plans
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