PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SCALLON CONTROLS, INC.
Sponsor portfolioTH

SCALLON CONTROLS, INC.

EIN 74-1918146-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$73.3M assets
Welfare
1
$3.2M premiums
Participants
582
4850 ROMEDA ROAD - BEAUMONT, TX 777051129409-842-5950scalloncontrols.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#003ESOP-$61.4M - 250 part#002401k-$11.9M - 137 part#501Fully Insured-$3.2M - 458 lives

Retirement portfolio analytics

2 plans aggregated / $73.3M assets / 387 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#003)84%
  • PLAN AND TRUST (#002)16%
Total $73.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)250
  • PLAN AND TRUST (#002)137
Total 387Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Prescription drug$3.1M
  • Vision$129K
  • Life$129K
  • Long-term disability$129K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • DEARBORN LIFE INSURANCE COMPANY4%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $176K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SCALLON CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$61.4M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCALLON CONTROLS, INC. 401(K) BONUS PLAN AND TRUST

401k

Assets$11.9M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCALLON CONTROLS INC

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.2M
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SCALLON CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$61.4M2502025
002SCALLON CONTROLS, INC. 401(K) BONUS PLAN AND TRUST401k$11.9M1372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCALLON CONTROLS INCFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.2M4582025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica