Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CUSTOM ENGINEERING COMPANY
EIN 25-1008495mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$17.1M assets
Welfare
1
$835K premiums
Participants
331
2800 MCCLELLAND AVE, P.O. BOX 1008 - ERIE, PA 16512814-898-2800customeng.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $17.1M assets / 215 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $835K premiums / 114 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$721K
- Dental$46K
- Short-term disability$31K
- Other$20K
- Vision$10K
- Long-term disability$7K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- UPMC HEALTH OPTIONS86%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
71%top
- LILLIS MCKIBBEN BONGIOVANNI AND CO.71%
- ARCHON LLC17%
- VICARY INSURANCE AGENCY12%
- MANUFACTURER & BUSINESS ASSOCIATION1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CUSTOM GROUP INDUSTRIES 401(K) RETIREMENT PLAN
401k
Assets$12.2M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CUSTOM ENGINEERING RETIREMENT PLAN
TraditionalDB
Assets$4.9M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CUSTOM ENGINEERING CO. HEALTH & WELFARE PLAN
Fully Insured - UPMC HEALTH OPTIONS
Premiums$835K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CUSTOM GROUP INDUSTRIES 401(K) RETIREMENT PLAN | 401k | $12.2M | 154 | 2025 | |
| 001 | CUSTOM ENGINEERING RETIREMENT PLAN | TraditionalDB | $4.9M | 61 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CUSTOM ENGINEERING CO. HEALTH & WELFARE PLAN | Fully Insured | UPMC HEALTH OPTIONS | $835K | 114 | 2025 |
Retirement plans
Welfare plans