Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$99K
- Life$86K
- Short-term disability$86K
- Long-term disability$86K
- Vision$13K
Sponsor portfolio
ENGINEERING SPECIALISTS, INC.
EIN 39-1208480industrial automationLatest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$112K premiums
Participants
298
21360 GATEWAY COURT - BROOKFIELD, WI 53045262-783-8000engspec.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $112K premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA77%
- UNITED HEALTHCARE INSURANCE COMPANY12%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
92%top
- R&R INS SER INC92%
- R & R INSURANCE SERVICES INC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ENGINEERING SPECIALISTS, INC. 401(K) SAVINGS PLAN
401k
Assets$16.5M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
ENGINEERING SPECIALISTS, INC. GROUP BENEFIT PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$112K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENGINEERING SPECIALISTS, INC. 401(K) SAVINGS PLAN | 401k | $16.5M | 175 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | ENGINEERING SPECIALISTS, INC. GROUP BENEFIT PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $112K | 123 | 2025 |
Retirement plans
Welfare plans