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SCOTT ELECTRIC COMPANY

EIN 25-1052048-oil & energy-Latest filing 2024
Plans
5
Retirement
2
$298.3M assets
Welfare
3
$899K premiums
Participants
3,207
1000 S MAIN STREET, PO BOX S - GREENSBURG, PA 15601724-834-4321scott-electric.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
5 filings
#002ESOP-$192.0M - 625 part#001401k-$106.3M - 1,102 part#501Self Funded-$487K - 480 lives#503Mixed-$297K - 825 lives#502Fully Insured-$115K - 599 lives

Retirement portfolio analytics

2 plans aggregated / $298.3M assets / 1,727 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • EMPLOYEE STOCK OWNERSHIP (#002)64%
  • EMPLOYEES RETIREMENT PLAN (#001)36%
Total $298.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • ESOP PARTNERS LLC64%
  • (Not disclosed)36%
Total $298.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#001)1,102
  • EMPLOYEE STOCK OWNERSHIP (#002)625
Total 1,727Click row to drill in

Benefits portfolio analytics

3 plans / $899K premiums / 1,904 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$487K
  • Stop-loss$487K
  • Dental$190K
  • Life$177K
  • Vision$45K
Total $899K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • HCC LIFE INSURANCE COMPANY54%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY20%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $899K4 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • HENDERSON BROTHERS, INC.45%
  • STEALTH PARTNER GROUP LLC44%
  • WATCHTOWER BENEFITS, LLC11%
  • VISION BENEFITS OF AMERICA0%
Total $66K4 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

SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$192.0M
Participants625
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN

401k

Assets$106.3M
Participants1,102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCOTT ELECTRIC CO EMPLOYEE BENEFIT PLAN

Self Funded - HCC LIFE INSURANCE

Premiums$487K
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SCOTT ELECTRIC CO PREMIUM CONVERSION PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$297K
Covered lives825
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SCOTT ELECTRIC CO EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$115K
Covered lives599
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$192.0M6252024
001SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN401k$106.3M1,1022024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCOTT ELECTRIC CO EMPLOYEE BENEFIT PLANSelf FundedHCC LIFE INSURANCE$487K4802024
503SCOTT ELECTRIC CO PREMIUM CONVERSION PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$297K8252024
502SCOTT ELECTRIC CO EMPLOYEE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$115K5992024
Retirement plans
Welfare plans
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