Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OSI INDUSTRIES, LLC
EIN 52-2399960Latest filing 2025
Plans
6
Retirement
4
$133.1M assets
Welfare
2
$2.3M premiums
Participants
7,352
1225 CORPORATE BOULEVARD - AURORA, IL 60505630-851-6600
Retirement portfolio analytics
4 plans aggregated / $133.1M assets / 3,740 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- AMERICAN UNITED LIFE INSURANCE CO99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.3M premiums / 3,400 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.9M
- Other$1.9M
- Long-term disability$1.2M
- Short-term disability$722K
- Vision$260K
- Dental$96K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA84%
- VISION SERVICE PLAN11%
- DELTA DENTAL OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OSI INDUSTRIES, LLC PROFIT SHARING AND EMPLOYEES SAVINGS PLAN
401k
Assets$114.1M
Participants3,253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN
401k
Assets$12.6M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
OSI ASHLAND PMU EMPLOYEES' SAVINGS PLAN
401k
Assets$4.5M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STOCKYARDS MAINTENANCE EMPLOYEES' SAVINGS PLAN
401k
Assets$1.7M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
OSI INDUSTRIES, LLC GROUP HEALTH AND WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.4M
Covered lives3,137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
OSI INDUSTRIES, LLC FORT ATKINSON UNION HEALTH AND WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$849K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OSI INDUSTRIES, LLC PROFIT SHARING AND EMPLOYEES SAVINGS PLAN | 401k | $114.1M | 3,253 | 2024 | |
| 001 | OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN | 401k | $12.6M | 320 | 2024 | |
| 004 | OSI ASHLAND PMU EMPLOYEES' SAVINGS PLAN | 401k | $4.5M | 143 | 2024 | |
| 003 | STOCKYARDS MAINTENANCE EMPLOYEES' SAVINGS PLAN | 401k | $1.7M | 24 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | OSI INDUSTRIES, LLC GROUP HEALTH AND WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.4M | 3,137 | 2025 | |
| 511 | OSI INDUSTRIES, LLC FORT ATKINSON UNION HEALTH AND WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $849K | 263 | 2025 |
Retirement plans
Welfare plans