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Sponsor portfolio

ELLIOTT EQUIPMENT COMPANY

EIN 47-0741258-machinery-Latest filing 2025
Plans
3
Retirement
1
$12.7M assets
Welfare
2
$1.5M premiums
Participants
607
3514 SOUTH 25TH STREET - OMAHA, NE 68105402-592-4500elliottequip.comLinkedIn201-500 employeesmachinery
Plans on this EIN
3 filings
#001401k-$12.7M - 250 part#503Fully Insured-$1.3M - 142 lives#501Fully Insured-$225K - 376 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$225K
  • Vision$225K
  • Life$225K
  • Short-term disability$225K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • MEDICA INSURANCE COMPANY85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • USI INSURANCE SERVICES LLC85%
  • ASSUREDPARTNERS15%
Total $97K2 slices

Plan deep-dives

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

ELLIOTT EQUIPMENT COMPANY SAVINGS AND RETIREMENT PLAN

401k

Assets$12.7M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ELLIOTT EQUIPMENT COMPANY MEDICAL PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$1.3M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ELLIOTT EQUIPMENT COMPANY HEALTH & WELFARE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$225K
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELLIOTT EQUIPMENT COMPANY SAVINGS AND RETIREMENT PLAN401k$12.7M2502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ELLIOTT EQUIPMENT COMPANY MEDICAL PLANFully InsuredMEDICA INSURANCE COMPANY$1.3M1422025
501ELLIOTT EQUIPMENT COMPANY HEALTH & WELFARE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$225K3762025
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