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AUSTIN INDUSTRIES, INC.

EIN 75-1440225-construction-Latest filing 2025
Plans
4
Retirement
2
$878.1M assets
Welfare
2
$11.8M premiums
Participants
26,315
3535 TRAVIS ST, STE 300 - DALLAS, TX 75204austin-ind.comLinkedIn5001-10000 employeesconstruction
Plans on this EIN
4 filings
#003ESOP-$527.2M - 12,367 part#001401k-$350.9M - 4,800 part#510Mixed-$11.8M - 6,410 lives#514Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $878.1M assets / 17,167 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • EMPLOYEE STOCK OWNERSHIP (#003)60%
  • AUSTIN ADVANTAGE 401(K) (#001)40%
Total $878.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
60%top
  • TRANSITION FINANCE STRATEGIES, LLC60%
  • THE VANGUARD GROUP, INC.40%
Total $878.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)12,367
  • AUSTIN ADVANTAGE 401(K) (#001)4,800
Total 17,167Click row to drill in

Benefits portfolio analytics

2 plans / $11.8M premiums / 6,410 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$8.0M
  • Other$5.6M
  • Stop-loss$4.9M
  • Life$1.3M
  • Short-term disability$820K
  • Long-term disability$638K
  • +1 more
Total $11.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY30%
  • VISION SERVICE PLAN3%
Total $11.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • HOLMES MURPHY & ASSOCIATES47%
  • MARSH & MCLENNAN AGENCY LLC38%
  • AVANT SPECIALTY BENEFITS LLC15%
Total $938K3 slices

Plan deep-dives

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

AUSTIN INDUSTRIES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$527.2M
Participants12,367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AUSTIN ADVANTAGE 401(K) PLAN

401k

Assets$350.9M
Participants4,800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

AUSTIN INDUSTRIES, INC. EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$11.8M
Covered lives6,410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

AUSTIN INDUSTRIES, INC. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003AUSTIN INDUSTRIES EMPLOYEE STOCK OWNERSHIP PLANESOP$527.2M12,3672024
001AUSTIN ADVANTAGE 401(K) PLAN401k$350.9M4,8002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510AUSTIN INDUSTRIES, INC. EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$11.8M6,4102025
514AUSTIN INDUSTRIES, INC. SEVERANCE PLANSelf Funded-$002025
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