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Sponsor portfolio

LOCHMUELLER GROUP, INC.

EIN 35-1455938-civil engineering-Latest filing 2025
Plans
4
Retirement
2
$94.6M assets
Welfare
2
$596K premiums
Participants
1,570
6200 VOGEL ROAD - EVANSVILLE, IN 47715812-479-6200lochgroup.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
4 filings
#001401k-$48.9M - 472 part#002ESOP-$45.7M - 354 part#503Mixed-$532K - 652 lives#501Mixed-$64K - 336 lives

Retirement portfolio analytics

2 plans aggregated / $94.6M assets / 826 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • INC. 401(K) Savings (#001)52%
  • EMPLOYEE STOCK OWNERSHIP (#002)48%
Total $94.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • AMERICAN UNITED LIFE INSURANCE CO52%
  • (Not disclosed)48%
Total $94.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#001)472
  • EMPLOYEE STOCK OWNERSHIP (#002)354
Total 826Click row to drill in

Benefits portfolio analytics

2 plans / $596K premiums / 988 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$332K
  • Dental$208K
  • Life$181K
  • Long-term disability$181K
  • Vision$56K
Total $596K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • DELTA DENTAL OF CALIFORNIA35%
  • AMERICAN UNITED LIFE INSURANCE COMPANY30%
  • STANDARD INSURANCE COMPANY15%
  • HCC LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN9%
Total $596K5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • WALKERHUGHES GROUP, LLC98%
  • LACHER AND ASSOC. INS. AGENCY, INC.2%
Total $17K2 slices

Plan deep-dives

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

LOCHMUELLER GROUP, INC. 401(K) SAVINGS PLAN

401k

Assets$48.9M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$45.7M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LOCHMUELLER GROUP, INC. WELFARE PLAN

Mixed - DELTA DENTAL OF INDIANA

Premiums$532K
Covered lives652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LOCHMUELLER GROUP HEALTH PLAN

Mixed - TOKIO MARINE HCC LIFE INSURANCE

Premiums$64K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOCHMUELLER GROUP, INC. 401(K) SAVINGS PLAN401k$48.9M4722024
002LOCHMUELLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$45.7M3542024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LOCHMUELLER GROUP, INC. WELFARE PLANMixedDELTA DENTAL OF INDIANA$532K6522025
501LOCHMUELLER GROUP HEALTH PLANMixedTOKIO MARINE HCC LIFE INSURANCE$64K3362025
Retirement plans
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