Sponsor portfolio

PRIMERA ENGINEERS, LTD.

EIN 36-3520747designLatest filing 2025

Plans

Retirement

$44.8M assets

Welfare

$3.3M premiums

Participants

1,182

550 WEST JACKSON BOULEVARD, SUITE 600 - CHICAGO, IL 60661312-606-0910primeraeng.comLinkedIn201-500 employeesdesign

Plans on this EIN

3 filings

#001401k-$41.8M - 441 part #002ESOP-$3.0M - 404 part #501Mixed-$3.3M - 468 lives

Retirement portfolio analytics

2 plans aggregated / $44.8M assets / 845 participants

Assets by plan

Share of aggregate retirement assets

93%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

93%top

JOHN HANCOCK LIFE INSURANCE COMPANY93%
(Not disclosed)7%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $3.3M premiums / 468 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$3.1M
Prescription drug$3.1M
Vision$259K
Life$259K
Short-term disability$259K
Long-term disability$259K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

92%top

BLUE CROSS OF CALIFORNIA92%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%

Broker market share

Schedule A broker compensation

Split broker

98%top

ALLIANT INSURANCE SERVICES, INC.98%
MESIROW INSURANCE SERVICES INC2%

Plan deep-dives

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

Retirement#001

PRIMERA ENGINEERS 401K PLAN

401k

Assets$41.8M

Participants441

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

PRIMERA ENGINEERS ESOP PLAN

ESOP

Assets$3.0M

Participants404

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501