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  2. Equus Holdings, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Equus Holdings, Inc.

EIN 41-1827055-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$125.3M assets
Health & Benefits
1
$727K premiums
Participants
637
4400 W 78TH ST SUITE 110A - BLOOMINGTON, MN 55435612-617-6200
Plans on this EIN
3 filings
#002ESOP-$96.7M - 271 part#001401(k)-$28.6M - 238 part#505Mixed-$727K - 141 lives

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

Retirement portfolio analytics

2 plans aggregated / $125.3M assets / 509 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$96.7M
  • AND RETIREMENT PLAN (#001)$28.6M
Total $125.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)271
  • AND RETIREMENT PLAN (#001)238
Total 509Select a row to open it

Benefits portfolio analytics

1 plan / $727K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$613K
  • Prescription drug$613K
  • Other$105K
  • Life$99K
  • Long-term disability$99K
  • Vision$9K
Total $727K6 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

EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$96.7M
Participants271
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

EQUUS EMPLOYEE SAVINGS AND RETIREMENT PLAN

401(k)

Assets$28.6M
Participants238
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

EQUUS HOLDINGS, INC. GROUP HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$727K
Covered lives141
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$96.7M2712025
#001EQUUS EMPLOYEE SAVINGS AND RETIREMENT PLAN401(k)$28.6M2382025
  • EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$96.7M
    #002 · ESOP · 2025271
  • EQUUS EMPLOYEE SAVINGS AND RETIREMENT PLAN$28.6M
    #001 · 401(k) · 2025238

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505EQUUS HOLDINGS, INC. GROUP HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$727K1412025
  • EQUUS HOLDINGS, INC. GROUP HEALTH AND WELFARE PLAN$727K
    #505 · Mixed · KAISER FOUNDATION HEALTH PLAN INC. · 2025141
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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