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Sponsor portfolio

ENERGY ENGINEERING ASSOCIATES, INC.

EIN 74-1904410-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$40.6M assets
Welfare
1
$690K premiums
Participants
426
7300 RANCH ROAD 2222, BUILDING II, SUITE 100 - AUSTIN, TX 78730512-744-4476energyengineering.globalLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#002ESOP-$22.4M - 165 part#001401k-$18.1M - 149 part#503Fully Insured-$690K - 161 lives

Retirement portfolio analytics

2 plans aggregated / $40.6M assets / 314 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • EMPLOYEE STOCK OWNERSHIP (#002)55%
  • PROFIT SHARING PLAN (#001)45%
Total $40.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • (Not disclosed)55%
  • THE VANGUARD GROUP, INC.45%
Total $40.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)165
  • PROFIT SHARING PLAN (#001)149
Total 314Click row to drill in

Benefits portfolio analytics

1 plan / $690K premiums / 161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$630K
  • Dental$630K
  • Vision$630K
  • Prescription drug$630K
  • Life$60K
  • Short-term disability$60K
  • +2 more
Total $690K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
Total $690K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ENERGY ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.4M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ENERGY ENGINEERING ASSOCIATES, INC 401(K) PROFIT SHARING PLAN

401k

Assets$18.1M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ENERGY ENGINEERING ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$690K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ENERGY ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$22.4M1652024
001ENERGY ENGINEERING ASSOCIATES, INC 401(K) PROFIT SHARING PLAN401k$18.1M1492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ENERGY ENGINEERING ASSOCIATES, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$690K1612025
Retirement plans
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