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HAUMILLER ENGINEERING

EIN 36-2519124-industrial automation-Latest filing 2025
Plans
4
Retirement
3
$74.7M assets
Welfare
1
$3.8M premiums
Participants
969
370 JOSEPH DRIVE - SOUTH ELGIN, IL 60177847-695-9111haumiller.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
4 filings
#003ESOP-$29.7M - 221 part#001401k-$25.9M - 283 part#004ESOP-$19.1M - 221 part#501Fully Insured-$3.8M - 524 lives

Retirement portfolio analytics

3 plans aggregated / $74.7M assets / 725 participants

Assets by plan

Share of aggregate retirement assets

40%top
  • EMPLOYEE STOCK OWNERSHIP (#003)40%
  • HAUMILLER ENGINEERING 401K (#001)35%
  • MONEY PURCHASE PENSION (#004)26%
Total $74.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • MORGAN STANLEY SMITH BARNEY35%
Total $74.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HAUMILLER ENGINEERING 401K (#001)283
  • EMPLOYEE STOCK OWNERSHIP (#003)221
  • MONEY PURCHASE PENSION (#004)221
Total 725Click row to drill in

Benefits portfolio analytics

1 plan / $3.8M premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$3.7M
  • Prescription drug$3.7M
  • Life$137K
  • Short-term disability$137K
  • Long-term disability$137K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE1%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $153K1 slice

Plan deep-dives

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

HAUMILLER ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$29.7M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HAUMILLER ENGINEERING 401K

401k

Assets$25.9M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

HAUMILLER ENGINEERING COMPANY MONEY PURCHASE PENSION PLAN

ESOP

Assets$19.1M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAUMILLER ENGINEERING COMPANY HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.8M
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003HAUMILLER ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$29.7M2212024
001HAUMILLER ENGINEERING 401K401k$25.9M2832025
004HAUMILLER ENGINEERING COMPANY MONEY PURCHASE PENSION PLANESOP$19.1M2212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAUMILLER ENGINEERING COMPANY HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.8M5242025
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