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  2. OSI ENGINEERING, INC.
Sponsor portfolio

OSI ENGINEERING, INC.

EIN 27-1723688-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$1.3M premiums
Participants
343
901 CAMPISI WAY, SUITE 160 - CAMPBELL, CA 95008408-550-2800osiengineering.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$6.5M - 201 part#501Mixed-$1.3M - 142 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$131K
  • Vision$45K
  • Short-term disability$45K
  • Long-term disability$45K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • HEALTH NET46%
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • DELTA DENTAL OF CALIFORNIA10%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MATRIX INSURANCE AGENCY90%
  • CENTERSTONE INSURANCE AND FINANCIAL8%
  • REUBEN WARNER ASSOCIATES, INC.2%
Total $91K3 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

OSI ENGINEERING, INC. 401(K) PLAN

401k

Assets$6.5M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OSI ENGINEERING BENEFIT PLAN

Mixed - HEALTH NET

Premiums$1.3M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OSI ENGINEERING, INC. 401(K) PLAN401k$6.5M2012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OSI ENGINEERING BENEFIT PLANMixedHEALTH NET$1.3M1422025
Retirement plans
Welfare plans
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