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Sponsor portfolio

ENGEL MACHINERY, INC.

EIN 23-2532651-Latest filing 2025
Plans
2
Retirement
1
$34.8M assets
Welfare
1
$285K premiums
Participants
553
3740 BOARD ROAD - YORK, PA 17406717-764-6818
Plans on this EIN
2 filings
#001401k-$34.8M - 306 part#502Mixed-$285K - 247 lives

Benefits portfolio analytics

1 plan / $285K premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$264K
  • Short-term disability$264K
  • Long-term disability$264K
  • Other$264K
  • Vision$21K
Total $285K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA93%
  • VISION SERVICE PLAN7%
Total $285K2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • AIA AMERICAN INS ADMINISTRATORS LLC86%
  • GCG FINANCIAL LLC11%
  • AMERICAN INSURANCE ADMINISTRATORS2%
Total $46K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN

401k

Assets$34.8M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ENGEL MACHINERY, INC.- HEALTH BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$285K
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENGEL MACHINERY, INC. 401(K) SAVINGS PLAN401k$34.8M3062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ENGEL MACHINERY, INC.- HEALTH BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$285K2472025
Retirement plans
Welfare plans
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