Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLARK DIETZ, INC.
EIN 37-1212051civil engineeringLatest filing 2025
Plans
3
Retirement
2
$47.5M assets
Welfare
1
$2.3M premiums
Participants
646
125 W. CHURCH STREET - CHAMPAIGN, IL 61820312-648-9900clarkdietz.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $47.5M assets / 450 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 314 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$102K
- Life$87K
- Long-term disability$87K
- Other$87K
- Vision$21K
Carrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- DEARBORN LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
52%top
- ASSUREDPARTNERS52%
- AP BENEFIT ADVISORS, LLC48%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLARK DIETZ, INC. EMPLOYEES 401(K) PLAN
401k
Assets$36.0M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLARK DIETZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.5M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLARK DIETZ INC. WELFARE PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.3M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLARK DIETZ, INC. EMPLOYEES 401(K) PLAN | 401k | $36.0M | 228 | 2024 | |
| 002 | CLARK DIETZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.5M | 222 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLARK DIETZ INC. WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $2.3M | 314 | 2025 |
Retirement plans
Welfare plans