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  2. KOENIG EQUIPMENT, INC.
Sponsor portfolio

KOENIG EQUIPMENT, INC.

EIN 34-1152820-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$853K premiums
Participants
640
PO BOX 549 - BOTKINS, OH 45306937-693-5030koenigequipment.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$20.6M - 374 part#501Mixed-$853K - 262 lives

Benefits portfolio analytics

1 plan / $853K premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$479K
  • Dental$373K
  • Vision$373K
  • Life$373K
  • Short-term disability$373K
  • Long-term disability$373K
  • +1 more
Total $853K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • NATIONWIDE LIFE INSURANCE COMPANY56%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY44%
Total $853K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRATEBEN INC100%
Total $44K1 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

KEI 401(K) PLAN

401k

Assets$20.6M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOENIG EQUIPMENT, INC. EMPLOYEE BENEFIT PLAN

Mixed - NATIONWIDE LIFE INSURANCE COMPANY

Premiums$853K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEI 401(K) PLAN401k$20.6M3742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOENIG EQUIPMENT, INC. EMPLOYEE BENEFIT PLANMixedNATIONWIDE LIFE INSURANCE COMPANY$853K2622025
Retirement plans
Welfare plans
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