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U.S. ENGINEERING COMPANY HOLDINGS

EIN 46-0934113-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$78.8M assets
Welfare
1
$526K premiums
Participants
1,558
3433 ROANOKE ROAD - KANSAS CITY, MO 64111816-753-6969LinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#002401k-$64.5M - 586 part#003ESOP-$14.3M - 552 part#501Mixed-$526K - 886 lives

Retirement portfolio analytics

2 plans aggregated / $78.8M assets / 1,138 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PLAN & TRUST (#002)82%
  • PLAN & TRUST (#003)18%
Total $78.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • ALLEN, GIBBS & HOULIK, L.C.82%
  • (Not disclosed)18%
Total $78.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)586
  • PLAN & TRUST (#003)552
Total 1,138Click row to drill in

Benefits portfolio analytics

1 plan / $526K premiums / 886 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$466K
  • Life$453K
  • Short-term disability$453K
  • Long-term disability$453K
  • Vision$60K
Total $526K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA86%
  • AMERITAS LIFE INSURANCE CORP.11%
  • CURALINC HEALTHCARE3%
Total $526K3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • LOCKTON COMPANIES, LLC65%
  • EXPLAIN MY BENEFITS LLC35%
Total $37K2 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

U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$64.5M
Participants586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

U. S. ENGINEERING COMPANY HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

ESOP

Assets$14.3M
Participants552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

U.S. ENGINEERING COMPANY HOLDINGS WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$526K
Covered lives886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST401k$64.5M5862025
003U. S. ENGINEERING COMPANY HOLDINGS EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP$14.3M5522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501U.S. ENGINEERING COMPANY HOLDINGS WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$526K8862025
Retirement plans
Welfare plans
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