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Sponsor portfolio

POWER SYSTEM ENGINEERING, INC.

EIN 39-1204386-insurance-Latest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$188K premiums
Participants
267
2424 RIMROCK ROAD - MADISON, WI 53713608-268-3531LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#002401k-$21.5M - 145 part#523Mixed-$188K - 140 lives

Benefits portfolio analytics

1 plan / $188K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$99K
  • Short-term disability$99K
  • Long-term disability$99K
  • Other$99K
  • Dental$79K
  • Vision$10K
Total $188K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • PRINCIPAL LIFE INSURANCE COMPANY53%
  • DELTA DENTAL OF CALIFORNIA42%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $188K3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • M3 INSURANCE SOLUTIONS INC91%
  • WATCHTOWER BENEFITS, LLC9%
Total $17K2 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

POWER SYSTEM ENGINEERING, INC. 401(K) PLAN

401k

Assets$21.5M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#523

POWER SYSTEM ENGINEERING HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$188K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002POWER SYSTEM ENGINEERING, INC. 401(K) PLAN401k$21.5M1452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
523POWER SYSTEM ENGINEERING HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$188K1402025
Retirement plans
Welfare plans
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