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  2. OTTO ENGINEERING, INC.
Sponsor portfolioTH

OTTO ENGINEERING, INC.

EIN 36-2538513-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$68.5M assets
Welfare
1
$10.9M premiums
Participants
1,073
2 EAST MAIN STREET - CARPENTERSVILLE, IL 601102624847-654-8461ottoexcellence.comLinkedIn501-1000 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$68.5M - 636 part#501Mixed-$10.9M - 883 lives

Benefits portfolio analytics

1 plan / $10.9M premiums / 883 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.7M
  • Short-term disability$92K
  • Long-term disability$85K
  • Vision$39K
  • Other$24K
  • Dental$22K
Total $10.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
  • EYEMED VISION CARE0%
  • DELTA DENTAL OF CALIFORNIA0%
Total $10.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • THE PLEXUS GROUPE LLC84%
  • DISABILITY RMS11%
  • NFP INSURANCE SERVICES INC5%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $219K4 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

OTTO ENGINEERING, INC. 401(K) SAVINGS AND RETIREMENT PLAN

401k

Assets$68.5M
Participants636
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OTTO ENGINEERING WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$10.9M
Covered lives883
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OTTO ENGINEERING, INC. 401(K) SAVINGS AND RETIREMENT PLAN401k$68.5M6362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OTTO ENGINEERING WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$10.9M8832025
Retirement plans
Welfare plans
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