Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCOTT ELECTRIC CO.
EIN 25-1052048oil & energyLatest filing 2025
Plans
6
Retirement
2
$298.3M assets
Welfare
4
$789K premiums
Participants
3,699
Retirement portfolio analytics
2 plans aggregated / $298.3M assets / 1,727 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
64%top
- ESOP PARTNERS LLC64%
- (Not disclosed)36%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $789K premiums / 2,328 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$415K
- Dental$209K
- Life$118K
- Other$118K
- Vision$47K
Carrier market share
Premium dollars by Schedule A carrier
53%top
- HCC LIFE INSURANCE COMPANY53%
- METROPOLITAN LIFE INSURANCE COMPANY27%
- UNITED OF OMAHA LIFE INSURANCE COMPANY15%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
Broker market share
Schedule A broker compensation
46%top
- STEALTH PARTNER GROUP LLC46%
- HENDERSON BROTHERS, INC.46%
- WATCHTOWER BENEFITS, LLC8%
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$415K
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
SCOTT ELECTRIC CO DENTAL PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$209K
Covered lives825
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SCOTT ELECTRIC CO. EMPLOYEE LIFE INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$118K
Covered lives606
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SCOTT ELECTRIC CO VISION PLAN
Fully Insured - VISION BENEFITS OF AMERICA
Premiums$47K
Covered lives417
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCOTT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $192.0M | 625 | 2024 | |
| 001 | SCOTT ELECTRIC COMPANY EMPLOYEES RETIREMENT PLAN | 401k | $106.3M | 1,102 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCOTT ELECTRIC CO EMPLOYEE BENEFIT PLAN | Self Funded | HCC LIFE INSURANCE | $415K | 480 | 2025 | |
| 504 | SCOTT ELECTRIC CO DENTAL PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $209K | 825 | 2025 | |
| 502 | SCOTT ELECTRIC CO. EMPLOYEE LIFE INSURANCE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $118K | 606 | 2025 | |
| 503 | SCOTT ELECTRIC CO VISION PLAN | Fully Insured | VISION BENEFITS OF AMERICA | $47K | 417 | 2025 |
Retirement plans
Welfare plans