Assets by plan
Share of aggregate retirement assets
- AND EMPLOYEES Savings (#002)$146.8M
Filings through .
Top hat
Osi Industries, LLC
EIN 52-2399960ManufacturingLatest filing 2025
Plans
6
Retirement
4
$168.5M assets
Health & Benefits
2
$2.3M premiums
Participants
7,997
27201 BELLA VISTA PKWY - WARRENVILLE, IL 605551619630-851-6600
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
4 plans aggregated / $168.5M assets / 4,385 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$1.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.3M premiums / 3,400 covered lives
Coverage 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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
OSI INDUSTRIES, LLC PROFIT SHARING AND EMPLOYEES SAVINGS PLAN
401(k)
Assets$146.8M
Participants3,866
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN
401(k)
Assets$14.5M
Participants353
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
OSI ASHLAND PMU EMPLOYEES' SAVINGS PLAN
401(k)
Assets$5.4M
Participants142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
STOCKYARDS MAINTENANCE EMPLOYEES' SAVINGS PLAN
401(k)
Assets$1.7M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
OSI INDUSTRIES, LLC GROUP HEALTH AND WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.4M
Covered lives3,137
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511
OSI INDUSTRIES, LLC FORT ATKINSON UNION HEALTH AND WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$849K
Covered lives263
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OSI INDUSTRIES, LLC PROFIT SHARING AND EMPLOYEES SAVINGS PLAN | 401(k) | $146.8M | 3,866 | 2025 |
| #001 | OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN | 401(k) | $14.5M | 353 | 2025 |
| #004 | OSI ASHLAND PMU EMPLOYEES' SAVINGS PLAN | 401(k) | $5.4M | 142 | 2025 |
| #003 | STOCKYARDS MAINTENANCE EMPLOYEES' SAVINGS PLAN | 401(k) | $1.7M | 24 | 2024 |
- #002 · 401(k) · 20253,866
- #001 · 401(k) · 2025353
- #004 · 401(k) · 2025142
- #003 · 401(k) · 202424
Health & Benefits plans
2 plans on this EIN
| 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 |
- #510 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20253,137
- #511 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025263
Retirement plans
Health & Benefits plans