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  2. WOZNIAK INDUSTRIES, INC.
Sponsor portfolioTH

WOZNIAK INDUSTRIES, INC.

EIN 36-3364512-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$14.1M assets
Welfare
1
$134K premiums
Participants
301
1901 N. ROSELLE ROAD, SUITE 750 - SCHAUMBURG, IL 60195630-954-3400wozniakindustries.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#005401k-$13.3M - 119 part#001401k-$801K - 33 part#506Fully Insured-$134K - 136 lives

Retirement portfolio analytics

2 plans aggregated / $14.1M assets / 152 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • SHARING AND Savings (#005)94%
  • FOR COLLECTIVELY BARGAINED (#001)6%
Total $14.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#005)119
  • FOR COLLECTIVELY BARGAINED (#001)33
Total 152Click row to drill in

Benefits portfolio analytics

1 plan / $134K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$134K
  • Life$129K
  • Short-term disability$129K
  • Other$129K
Total $134K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA97%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY3%
Total $134K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • THE PLEXUS GROUPE LLC100%
  • CORPORATE BENEFIT CONSULTANTS0%
Total $13K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

WOZNIAK INDUSTRIES, INC. PROFIT SHARING AND SAVINGS PLAN

401k

Assets$13.3M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WOZNIAK INDUSTRIES, INC. RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED

401k

Assets$801K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

WOZNIAK INDUSTRIES, INC. WELFARE PLAN

Fully Insured - GUARDIAN

Premiums$134K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005WOZNIAK INDUSTRIES, INC. PROFIT SHARING AND SAVINGS PLAN401k$13.3M1192025
001WOZNIAK INDUSTRIES, INC. RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED401k$801K332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506WOZNIAK INDUSTRIES, INC. WELFARE PLANFully InsuredGUARDIAN$134K1362024
Retirement plans
Welfare plans
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