Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$127K
- Short-term disability$127K
- Long-term disability$127K
- Other$127K
- Vision$12K
Sponsor portfolio
E.G.O NORTH AMERICA, INC.
EIN 36-3100025machineryLatest filing 2024
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$139K premiums
Participants
247
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $139K premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY91%
- BLUE CROSS OF CALIFORNIA9%
Broker market share
Schedule A broker compensation
88%top
- USI INSURANCE SERVICES LLC88%
- FMLASOURCE INC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
E.G.O. NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$12.6M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EGO NORTH AMERICA INC WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$139K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | E.G.O. NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | 401k | $12.6M | 117 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EGO NORTH AMERICA INC WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $139K | 161 | 2024 |
Retirement plans
Welfare plans