PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EQUUS HOLDINGS, INC.
Sponsor portfolio

EQUUS HOLDINGS, INC.

EIN 41-1827055-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$125.3M assets
Welfare
1
$738K premiums
Participants
646
4400 W 78TH ST SUITE 110A - BLOOMINGTON, MN 55435612-617-6200
Plans on this EIN
3 filings
#002ESOP-$96.7M - 271 part#001401k-$28.6M - 238 part#505Mixed-$738K - 155 lives

Retirement portfolio analytics

2 plans aggregated / $125.3M assets / 509 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEE STOCK OWNERSHIP (#002)77%
  • AND RETIREMENT PLAN (#001)23%
Total $125.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)271
  • AND RETIREMENT PLAN (#001)238
Total 509Click row to drill in

Benefits portfolio analytics

1 plan / $738K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$626K
  • Prescription drug$626K
  • Life$105K
  • Long-term disability$105K
  • Other$105K
  • Vision$8K
Total $738K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • KAISER FOUNDATION HEALTH PLAN INC85%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $738K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • THE ULTIMATE SOFTWARE GROUP1%
Total $38K2 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

EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$96.7M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EQUUS EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k

Assets$28.6M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

EQUUS HOLDINGS, INC. GROUP HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$738K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$96.7M2712025
001EQUUS EMPLOYEE SAVINGS AND RETIREMENT PLAN401k$28.6M2382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505EQUUS HOLDINGS, INC. GROUP HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$738K1552024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica