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  2. SUPERIOR ELECTRIC GREAT LAKES COMPANY
Sponsor portfolio

SUPERIOR ELECTRIC GREAT LAKES COMPANY

EIN 31-1330769-construction-Latest filing 2025
Plans
3
Retirement
2
$330.5M assets
Welfare
1
$3.0M premiums
Participants
555
1700 ATLANTIC BLVD - AUBURN HILLS, MI 48326248-585-3400seglc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$290.1M - 170 part#001401k-$40.3M - 210 part#501Fully Insured-$3.0M - 458 lives

Retirement portfolio analytics

2 plans aggregated / $330.5M assets / 380 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • EMPLOYEE STOCK OWNERSHIP (#002)88%
  • GREAT LAKES 401(K) (#001)12%
Total $330.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • (Not disclosed)88%
  • SENTINEL PENSION ADVISORS12%
Total $330.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GREAT LAKES 401(K) (#001)210
  • EMPLOYEE STOCK OWNERSHIP (#002)170
Total 380Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Life$367K
  • Short-term disability$367K
  • Long-term disability$367K
  • Other$367K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • KAPNICK & COMPANY, INC.57%
  • KATHERINE C WOOD43%
Total $168K2 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

SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$290.1M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUPERIOR ELECTRIC GREAT LAKES 401(K) PLAN

401k

Assets$40.3M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUPERIOR ELECTRIC GREAT LAKES COMPANY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$3.0M
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUPERIOR ELECTRIC GREAT LAKES COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$290.1M1702025
001SUPERIOR ELECTRIC GREAT LAKES 401(K) PLAN401k$40.3M2102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUPERIOR ELECTRIC GREAT LAKES COMPANY HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$3.0M4582025
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