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  1. Companies/
  2. Engineering Industries, Inc. Employee Stock Ownership Plan
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Engineering Industries, Inc. Employee Stock Ownership Plan

EIN 39-1098063-plastics-Latest filing 2025
Plans
3
Retirement
2
$26.0M assets
Health & Benefits
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#001401(k)-$7.4M - 107 part#501Mixed-$1.1M - 120 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $26.0M assets / 241 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$18.6M
  • INC. 401(K) Savings (#001)$7.4M
Total $26.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)134
  • INC. 401(K) Savings (#001)107
Total 241Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.6M
Participants134
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ENGINEERING INDUSTRIES, INC. 401(K) SAVINGS PLAN

401(k)

Assets$7.4M
Participants107
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ENGINEERING INDUSTRIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.1M
Covered lives120
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$18.6M1342025
#001ENGINEERING INDUSTRIES, INC. 401(K) SAVINGS PLAN401(k)$7.4M1072025
  • ENGINEERING INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$18.6M
    #002 · ESOP · 2025134
  • ENGINEERING INDUSTRIES, INC. 401(K) SAVINGS PLAN$7.4M
    #001 · 401(k) · 2025107

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ENGINEERING INDUSTRIES, INC. EMPLOYEE BENEFITS PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.1M1202025
  • ENGINEERING INDUSTRIES, INC. EMPLOYEE BENEFITS PLAN$1.1M
    #501 · Mixed · QUARTZ HEALTH BENEFIT PLANS CORPORATION · 2025120
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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