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Sponsor portfolio

NATOLI ENGINEERING COMPANY, INC.

EIN 36-2768378-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$3.3M premiums
Participants
613
28 RESEARCH PARK CIRCLE - ST. CHARLES, MO 63304636-926-8900natoli.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$9.3M - 356 part#504Mixed-$3.3M - 538 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Life$58K
  • Other$58K
  • Vision$28K
Total $3.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
  • ANTHEM LIFE INSURANCE COMPANY2%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • CHARLES L CRANE AGENCY CO99%
  • DIGITAL INSURANCE LLC1%
Total $104K2 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

NATOLI ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN

401k

Assets$9.3M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

NATOLI ENGINEERING COMPANY, INC. FLEXIBLE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATOLI ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN401k$9.3M3562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504NATOLI ENGINEERING COMPANY, INC. FLEXIBLE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.3M5382025
Retirement plans
Welfare plans
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