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Sponsor portfolio

ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

EIN 39-1098063-plastics-Latest filing 2025
Plans
3
Retirement
2
$26.0M assets
Welfare
1
$1.1M premiums
Participants
341
407 S NINE MOUND RD - VERONA, WI 535931395608-845-6569engineeringindustries.comLinkedIn51-200 employeesplastics
Plans on this EIN
3 filings
#002ESOP-$18.6M - 134 part#001401k-$7.4M - 107 part#501Mixed-$1.1M - 120 lives

Retirement portfolio analytics

2 plans aggregated / $26.0M assets / 241 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#002)71%
  • INC. 401(K) Savings (#001)29%
Total $26.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)134
  • INC. 401(K) Savings (#001)107
Total 241Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$1.0M
  • Other$92K
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • Vision$4K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION91%
  • HARTFORD LIFE AND ACCIDENT8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
  • CURALINC HEALTHCARE0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • M3 INSURANCE SOLUTIONS INC96%
  • WATCHTOWER BENEFITS, LLC4%
Total $38K2 slices

Plan deep-dives

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

ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.6M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ENGINEERING INDUSTRIES, INC. 401(K) SAVINGS PLAN

401k

Assets$7.4M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENGINEERING INDUSTRIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.1M
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$18.6M1342025
001ENGINEERING INDUSTRIES, INC. 401(K) SAVINGS PLAN401k$7.4M1072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENGINEERING INDUSTRIES, INC. EMPLOYEE BENEFITS PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.1M1202025
Retirement plans
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