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Sponsor portfolio

ATA ENGINEERING INC.

EIN 33-0900801-aviation & aerospace-Latest filing 2025
Plans
3
Retirement
2
$101.0M assets
Welfare
1
$3.7M premiums
Participants
733
13290 EVENING CREEK DRIVE S - SAN DIEGO, CA 92128858-480-2000ata-e.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
3 filings
#001401k-$80.0M - 257 part#002ESOP-$20.9M - 258 part#501Fully Insured-$3.7M - 215 lives

Retirement portfolio analytics

2 plans aggregated / $101.0M assets / 515 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • 401(K) RETIREMENT PLAN (#001)79%
  • EMPLOYEE STOCK OWNERSHIP (#002)21%
Total $101.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • T ROWE PRICE RPS INC79%
  • (Not disclosed)21%
Total $101.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)258
  • 401(K) RETIREMENT PLAN (#001)257
Total 515Click row to drill in

Benefits portfolio analytics

1 plan / $3.7M premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Prescription drug$3.1M
  • Long-term disability$431K
  • Life$83K
  • Vision$26K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
  • VISION SERVICE PLAN1%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $140K1 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

ATA ENGINEERING, INC. 401(K) RETIREMENT PLAN

401k

Assets$80.0M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ATA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$20.9M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATA ENGINEERING, INC. WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.7M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ATA ENGINEERING, INC. 401(K) RETIREMENT PLAN401k$80.0M2572024
002ATA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$20.9M2582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATA ENGINEERING, INC. WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.7M2152025
Retirement plans
Welfare plans
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