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  2. SENTRY EQUIPMENT CORP.
Sponsor portfolioTH

SENTRY EQUIPMENT CORP.

EIN 39-0343280-machinery-Latest filing 2025
Plans
3
Retirement
2
$87.8M assets
Welfare
1
$455K premiums
Participants
709
966 BLUE RIBBON CIRCLE NORTH - OCONOMOWOC, WI 53066262-567-7256sentry-equip.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#002ESOP-$55.5M - 242 part#003ESOP-$32.3M - 277 part#501Mixed-$455K - 190 lives

Retirement portfolio analytics

2 plans aggregated / $87.8M assets / 519 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • EQUIPMENT CORP. 401(K) (#003)37%
Total $87.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • ASSOCIATED TRUST COMPANY, N.A.37%
Total $87.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EQUIPMENT CORP. 401(K) (#003)277
  • EMPLOYEE STOCK OWNERSHIP (#002)242
Total 519Click row to drill in

Benefits portfolio analytics

1 plan / $455K premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$437K
  • Life$183K
  • Short-term disability$183K
  • Long-term disability$183K
  • Vision$18K
Total $455K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • EVERSIDE, LLC56%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
Total $455K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $22K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SENTRY EQUIPMENT CORP. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$55.5M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SENTRY EQUIPMENT CORP. 401(K) PLAN

ESOP

Assets$32.3M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SENTRY EQUIPMENT CORPORATION CONSOLIDATED EMPLOYEE WELFARE BENEFITS PLAN

Mixed - EVERSIDE, LLC

Premiums$455K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SENTRY EQUIPMENT CORP. EMPLOYEE STOCK OWNERSHIP PLANESOP$55.5M2422025
003SENTRY EQUIPMENT CORP. 401(K) PLANESOP$32.3M2772025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SENTRY EQUIPMENT CORPORATION CONSOLIDATED EMPLOYEE WELFARE BENEFITS PLANMixedEVERSIDE, LLC$455K1902025
Retirement plans
Welfare plans
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