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Sponsor portfolio

HEAPY ENGINEERING INC.

EIN 31-1743951-Latest filing 2025
Plans
2
Retirement
1
$38.2M assets
Welfare
1
$281K premiums
Participants
581
1400 WEST DOROTHY LANE - DAYTON, OH 45409937-224-0861
Plans on this EIN
2 filings
#001401k-$38.2M - 317 part#501Mixed-$281K - 514 lives

Benefits portfolio analytics

1 plan / $281K premiums / 514 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$140K
  • Other$121K
  • Life$111K
  • Long-term disability$111K
  • Vision$20K
Total $281K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • DELTA DENTAL OF CALIFORNIA50%
  • STANDARD INSURANCE COMPANY39%
  • EYEMED VISION CARE7%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $281K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $13K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEAPY ENGINEERING, INC. SAVINGS PLAN

401k

Assets$38.2M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEAPY ENGINEERING, INC. DBA HEAPY EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$281K
Covered lives514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEAPY ENGINEERING, INC. SAVINGS PLAN401k$38.2M3172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEAPY ENGINEERING, INC. DBA HEAPY EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF OHIO$281K5142025
Retirement plans
Welfare plans
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