PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HEADCO INDUSTRIES, INC.
Sponsor portfolio

HEADCO INDUSTRIES, INC.

EIN 36-1687851-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$894K premiums
Participants
495
2601 PARKES DR - BROADVIEW, IL 601554517708-681-4400LinkedIn201-500 employeesindustrial automation
Plans on this EIN
2 filings
#003401k-$18.5M - 283 part#501Fully Insured-$894K - 281 lives

Benefits portfolio analytics

1 plan / $894K premiums / 281 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$757K
  • Dental$757K
  • Prescription drug$757K
  • Life$120K
  • Long-term disability$120K
  • Other$120K
  • +1 more
Total $894K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • HARTFORD LIFE AND ACCIDENT13%
  • VISION SERVICE PLAN2%
Total $894K3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • RW GARRETT AGENCY58%
  • REDFIELD ASSOCIATES LTD37%
  • MARSH & MCLENNAN AGENCY LLC5%
Total $64K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HEADCO INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN

401k

Assets$18.5M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEADCO INDUSTRIES, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$894K
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HEADCO INDUSTRIES, INC. PROFIT SHARING AND 401(K) PLAN401k$18.5M2832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEADCO INDUSTRIES, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$894K2812025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica