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  2. OWEN ELECTRIC COMPANY, INC.
Sponsor portfolioTH

OWEN ELECTRIC COMPANY, INC.

EIN 59-2957550-construction-Latest filing 2025
Plans
4
Retirement
1
$1.1M assets
Welfare
3
$2.0M premiums
Participants
605
1775 LAKESIDE AVE - ST AUGUSTINE, FL 32084904-824-9940owenec.comLinkedIn51-200 employeesconstruction
Plans on this EIN
4 filings
#002ProfitSharing-$1.1M - 82 part#501Fully Insured-$1.7M - 152 lives#502Mixed-$320K - 195 lives#503Fully Insured-184 lives

Benefits portfolio analytics

3 plans / $2.0M premiums / 531 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$320K
  • Vision$320K
  • Life$320K
  • Short-term disability$320K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • FOUNDATION RISK PARTNERS CORP74%
  • VELOCITY BENEFITS22%
  • UNKNOWN4%
Total $113K3 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

THE CONTRACTORS RETIREMENT PLAN

ProfitSharing

Assets$1.1M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OWEN ELECTRIC COMPANY MEDICAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.7M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OWEN ELECTRIC DENTAL AND VISION PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$320K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

OWEN ELECTRIC GROUP LIFE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$0
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE CONTRACTORS RETIREMENT PLANProfitSharing$1.1M822025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OWEN ELECTRIC COMPANY MEDICAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.7M1522025
502OWEN ELECTRIC DENTAL AND VISION PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$320K1952025
503OWEN ELECTRIC GROUP LIFE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$01842025
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