Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$70K
- Short-term disability$59K
- Long-term disability$59K
- Life$56K
- Other$56K
Sponsor portfolioTH
TATE ENGINEERING SYSTEMS, INC.
EIN 52-1642992mechanical or industrial engineeringLatest filing 2025
Plans
4
Retirement
1
$11.5M assets
Welfare
3
$185K premiums
Participants
279
3921 VERO RD - BALTIMORE, MD 212271564433-833-5048tate.comLinkedIn51-200 employeesmechanical or industrial engineering
Benefits portfolio analytics
3 plans / $185K premiums / 372 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY62%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
71%top
- ASSUREDPARTNERS71%
- AP BENEFIT ADVISORS, LLC16%
- UNITED OF OMAHA LIFE INSURANCE CO14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TATE ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN
401k
Assets$11.5M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
TATE ENGINEERING SYSTEMS INC. GROUP MEDICAL PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$70K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
TATE ENGINEERING SYSTEMS INC. GROUP DISABILITY PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$59K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
TATE ENGINEERING SYSTEMS INC. GROUP LIFE INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$56K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TATE ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN | 401k | $11.5M | 179 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | TATE ENGINEERING SYSTEMS INC. GROUP MEDICAL PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $70K | 98 | 2024 | |
| 505 | TATE ENGINEERING SYSTEMS INC. GROUP DISABILITY PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $59K | 137 | 2024 | |
| 504 | TATE ENGINEERING SYSTEMS INC. GROUP LIFE INSURANCE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $56K | 137 | 2024 |
Retirement plans
Welfare plans