Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ENERPAC TOOL GROUP CORP
EIN 39-0168610mechanical or industrial engineeringLatest filing 2024
Plans
3
Retirement
2
$176.7M assets
Welfare
1
$2.2M premiums
Participants
2,331
648 N. PLANKINTON AVENUE, 4TH FLOOR - MENOMONEE FALLS, WI 53051262-293-1535enerpactoolgroup.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $176.7M assets / 1,801 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 874 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Life$337K
- Long-term disability$337K
- Other$337K
- Vision$52K
Carrier market share
Premium dollars by Schedule A carrier
80%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION80%
- HARTFORD LIFE AND ACCIDENT16%
- UNITED HEALTHCARE INSURANCE COMPANY2%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#022
ENERPAC TOOL GROUP 401(K) PLAN
401k
Assets$149.2M
Participants1,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ENERPAC TOOL GROUP RETIREMENT PLAN
TraditionalDB
Assets$27.6M
Participants656
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#571
ENERPAC TOOL GROUP CONSOLIDATED HEALTH AND WELFARE PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$2.2M
Covered lives874
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 022 | ENERPAC TOOL GROUP 401(K) PLAN | 401k | $149.2M | 1,145 | 2024 | |
| 001 | ENERPAC TOOL GROUP RETIREMENT PLAN | TraditionalDB | $27.6M | 656 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 571 | ENERPAC TOOL GROUP CONSOLIDATED HEALTH AND WELFARE PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $2.2M | 874 | 2024 |
Retirement plans
Welfare plans