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Sponsor portfolio

PALMER ENGINEERING CO.

EIN 61-0679012-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$50.7M assets
Welfare
1
$176K premiums
Participants
360
400 SHOPPERS DRIVE - WINCHESTER, KY 40391859-744-1218palmernet.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$40.0M - 145 part#002ESOP-$10.7M - 98 part#501Fully Insured-$176K - 117 lives

Retirement portfolio analytics

2 plans aggregated / $50.7M assets / 243 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PROFIT SHARING PLAN (#001)79%
  • & TRUST AGREEMENT (#002)21%
Total $50.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)145
  • & TRUST AGREEMENT (#002)98
Total 243Click row to drill in

Benefits portfolio analytics

1 plan / $176K premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$176K
  • Vision$176K
  • Life$176K
  • Short-term disability$176K
  • Long-term disability$176K
  • Other$176K
Total $176K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $176K1 slice

Broker market share

Schedule A broker compensation

Split broker
67%top
  • USI INSURANCE SERVICES LLC67%
  • THE CASON GROUP INC33%
Total $26K2 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

PALMER ENGINEERING CO., INC. PROFIT SHARING PLAN

401k

Assets$40.0M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENT

ESOP

Assets$10.7M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALMER ENGINEERING CO WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$176K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PALMER ENGINEERING CO., INC. PROFIT SHARING PLAN401k$40.0M1452024
002PALMER ENGINEERING, CO. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST AGREEMENTESOP$10.7M982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALMER ENGINEERING CO WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$176K1172025
Retirement plans
Welfare plans
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