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Sponsor portfolio

ENERGY SYSTEMS GROUP, LLC

EIN 35-2017952-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$62.6M assets
Welfare
1
$6.0M premiums
Participants
767
9877 EASTGATE COURT - NEWBURGH, IN 47630812-471-5000energysystemsgroup.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#002401k-$62.6M - 372 part#501Mixed-$6.0M - 868 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 868 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.5M
  • Health$5.2M
  • Prescription drug$5.2M
  • Dental$367K
  • Life$337K
  • Long-term disability$337K
  • +1 more
Total $6.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • ANTHEM LIFE INSURANCE COMPANY87%
  • DELTA DENTAL OF CALIFORNIA6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • VISION SERVICE PLAN1%
  • HEALTH BENEFIT PARTNERS INSURANCE SOLUTIONS, INC.0%
Total $6.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • HEALTH BENEFIT PARTNERS INSURANCE0%
  • GAVIN TOMA0%
Total $242K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ENERGY SYSTEMS GROUP, LLC 401(K) PLAN

401k

Assets$62.6M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENERGY SYSTEMS GROUP HEALTH & WELFARE BENEFITS PLAN

Mixed - ANTHEM INSURANCE COMPANIES, INC.

Premiums$6.0M
Covered lives868
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ENERGY SYSTEMS GROUP, LLC 401(K) PLAN401k$62.6M3722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENERGY SYSTEMS GROUP HEALTH & WELFARE BENEFITS PLANMixedANTHEM INSURANCE COMPANIES, INC.$6.0M8682025
Retirement plans
Welfare plans
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