Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
EGEN SOLUTIONS INC.
EIN 36-4386212Latest filing 2025
Plans
3
Retirement
2
$1.5M assets
Welfare
1
$477K premiums
Participants
414
40 SHUMAN BLVD, STE 302 - NAPERVILLE, IL 60563630-844-0440
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 162 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $477K premiums / 279 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$477K
- Vision$477K
- Life$477K
- Short-term disability$477K
- Long-term disability$477K
- Other$477K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
75%top
- LOCKTON COMPANIES, LLC75%
- PROFESSIONAL GROUP PLANS INC25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EGEN SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EGEN SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$241K
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EGEN SOLUTIONS WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$477K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EGEN SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 111 | 2024 | |
| 001 | EGEN SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $241K | 51 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EGEN SOLUTIONS WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $477K | 279 | 2025 |
Retirement plans
Welfare plans