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Sponsor portfolio

EQUIPMENT & CONTROLS, INC.

EIN 25-1234311-industrial automation-Latest filing 2025
Plans
4
Retirement
2
$166.0M assets
Welfare
2
$690K premiums
Participants
1,471
2 PARK DRIVE, P.O. BOX 614 - LAWRENCE, PA 15055724-820-2126eci.usLinkedIn201-500 employeesindustrial automation
Plans on this EIN
4 filings
#001ESOP-$88.4M - 352 part#002401k-$77.6M - 422 part#501Mixed-$690K - 342 lives#001Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $166.0M assets / 774 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • EMPLOYEE STOCK Savings (#001)53%
  • 401(K) RETIREMENT PLAN (#002)47%
Total $166.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)422
  • EMPLOYEE STOCK Savings (#001)352
Total 774Click row to drill in

Benefits portfolio analytics

2 plans / $690K premiums / 342 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$362K
  • Life$151K
  • Long-term disability$151K
  • Other$151K
  • Dental$142K
  • Vision$35K
Total $690K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • SYMETRA LIFE INSURANCE COMPANY52%
  • HARTFORD LIFE AND ACCIDENT22%
  • BLUE CROSS OF CALIFORNIA21%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $690K4 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • SBR SERVICES LLC59%
  • VARNEY & COMPANY BENEFITS ADVISORS37%
  • LEAVITT GROUP2%
  • STALWART INSURANCE LLC2%
Total $45K4 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

EQUIPMENT & CONTROLS, INC. EMPLOYEE STOCK SAVINGS PLAN

ESOP

Assets$88.4M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EQUIPMENT & CONTROLS, INC. 401(K) RETIREMENT PLAN

401k

Assets$77.6M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EQUIPMENT & CONTROLS, INC HEALTH AND WELFARE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$690K
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

EQUIPMENT & CONTROLS, INC. EMPLOYEE STOCK SAVINGS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EQUIPMENT & CONTROLS, INC. EMPLOYEE STOCK SAVINGS PLANESOP$88.4M3522025
002EQUIPMENT & CONTROLS, INC. 401(K) RETIREMENT PLAN401k$77.6M4222025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EQUIPMENT & CONTROLS, INC HEALTH AND WELFARE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$690K3422025
001EQUIPMENT & CONTROLS, INC. EMPLOYEE STOCK SAVINGS PLANSelf Funded-$002025
Retirement plans
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