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Sponsor portfolio

ENGINE AND TRANSMISSION EXCHANGE, INC.

EIN 39-1571264-automotive-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$81K premiums
Participants
1,478
PO BOX 240040 - MILWAUKEE, WI 53224414-586-0444enginetrans.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#001401k-$7.7M - 606 part#501Mixed-$81K - 955 lives

Benefits portfolio analytics

1 plan / $81K premiums / 955 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$54K
  • Life$27K
  • Other$27K
Total $81K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • BLUE CROSS OF CALIFORNIA67%
  • UNITEDHEALTHCARE INSURANCE COMPANY33%
Total $81K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ENGINE & TRANSMISSION EXCHANGE, INC 401(K) PLAN AND TRUST

401k

Assets$7.7M
Participants606
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENGINE AND TRANSMISSION EXCHANGE, INC. WRAP PLAN

Mixed - BLUE CROSS BLUE SHIELD OF WISCONSIN

Premiums$81K
Covered lives955
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENGINE & TRANSMISSION EXCHANGE, INC 401(K) PLAN AND TRUST401k$7.7M6062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENGINE AND TRANSMISSION EXCHANGE, INC. WRAP PLANMixedBLUE CROSS BLUE SHIELD OF WISCONSIN$81K9552025
Retirement plans
Welfare plans
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