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Sponsor portfolio

SAUER HOLDINGS, INC.

EIN 25-1847425-construction-Latest filing 2025
Plans
2
Retirement
1
$54.4M assets
Welfare
1
$5.5M premiums
Participants
939
407 LOCUST STREET - MCKEES ROCK, PA 15136412-687-4100sauerholdings.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$54.4M - 539 part#501Fully Insured-$5.5M - 804 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 804 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Prescription drug$3.2M
  • Dental$2.5M
  • Vision$1.8M
  • Other$386K
  • Life$310K
  • +2 more
Total $5.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • BLUE CROSS OF CALIFORNIA69%
  • UNITEDHEALTHCARE INSURANCE COMPANY23%
  • HARTFORD LIFE AND ACCIDENT6%
  • COMBINED INSURANCE COMPANY OF AMERICA2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $5.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • GCG FINANCIAL LLC73%
  • PENTRA LLC19%
  • LAURIE WINSTON8%
  • WILLIS TOWERS WATSON US LLC0%
  • WHIPPLE AND COMPANY0%
Total $134K5 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

SAUER HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN

401k

Assets$54.4M
Participants539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAUER HOLDINGS, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$5.5M
Covered lives804
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAUER HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN401k$54.4M5392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAUER HOLDINGS, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$5.5M8042025
Retirement plans
Welfare plans
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