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  2. Haumiller Engineering
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Haumiller Engineering

EIN 36-2519124-industrial automation-Latest filing 2025
Plans
4
Retirement
3
$74.7M assets
Health & Benefits
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#001401(k)-$25.9M - 283 part#004ESOP-$19.1M - 221 part#501Fully insured-$3.8M - 524 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $74.7M assets / 725 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$29.7M
  • HAUMILLER ENGINEERING 401K (#001)$25.9M
  • MONEY PURCHASE PENSION (#004)$19.1M
Total $74.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$48.8M
  • MORGAN STANLEY SMITH BARNEY$25.9M
Total $74.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • HAUMILLER ENGINEERING 401K (#001)283
  • EMPLOYEE STOCK OWNERSHIP (#003)221
  • MONEY PURCHASE PENSION (#004)221
Total 725Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

HAUMILLER ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$29.7M
Participants221
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

HAUMILLER ENGINEERING 401K

401(k)

Assets$25.9M
Participants283
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

HAUMILLER ENGINEERING COMPANY MONEY PURCHASE PENSION PLAN

ESOP

Assets$19.1M
Participants221
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HAUMILLER ENGINEERING COMPANY HEALTH AND WELFARE PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.8M
Covered lives524
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003HAUMILLER ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$29.7M2212024
#001HAUMILLER ENGINEERING 401K401(k)$25.9M2832025
#004HAUMILLER ENGINEERING COMPANY MONEY PURCHASE PENSION PLANESOP$19.1M2212024
  • HAUMILLER ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN$29.7M
    #003 · ESOP · 2024221
  • HAUMILLER ENGINEERING 401K$25.9M
    #001 · 401(k) · 2025283
  • HAUMILLER ENGINEERING COMPANY MONEY PURCHASE PENSION PLAN$19.1M
    #004 · ESOP · 2024221

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HAUMILLER ENGINEERING COMPANY HEALTH AND WELFARE PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$3.8M5242025
  • HAUMILLER ENGINEERING COMPANY HEALTH AND WELFARE PLAN$3.8M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025524
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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