Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $124.9M assets / 532 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $3.7M premiums / 215 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ATA ENGINEERING, INC. 401(K) RETIREMENT PLAN | 401(k) | $97.7M | 268 | 2025 |
| #002 | ATA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $27.3M | 264 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ATA ENGINEERING, INC. WELFARE BENEFITS PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.7M | 215 | 2025 |