Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$64.5M
- PLAN & TRUST (#003)$14.3M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $78.8M assets / 1,138 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $526K premiums / 886 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $64.5M | 586 | 2025 |
| #003 | U. S. ENGINEERING COMPANY HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $14.3M | 552 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | U.S. ENGINEERING COMPANY HOLDINGS WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $526K | 886 | 2025 |