Assets by plan
Share of aggregate retirement assets
- OBERG INDUSTRIES LLC (#003)$128.4M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $129.2M assets / 823 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $83K premiums / 621 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Mixed - VISION BENEFITS OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | THE SAVINGS & INVESTMENT PLAN FOR EMPLOYEES OF OBERG INDUSTRIES LLC | 401(k) | $128.4M | 815 | 2025 |
| #002 | THE OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $853K | 8 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #520 | OBERG INDUSTRIES, LLC WELFARE BENEFIT PLAN | Mixed | VISION BENEFITS OF AMERICA | $83K | 621 | 2025 |