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Sponsor portfolioTH

SAMUEL ENGINEERING, INC.

EIN 84-1354363-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$28.6M assets
Welfare
1
$217K premiums
Participants
1,006
8450 EAST CRESCENT PARKWAY, SUITE 200 - GREENWOOD VILLAGE, CO 80111303-714-4840samuelengineering.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$28.6M - 564 part#501Mixed-$217K - 433 lives

Benefits portfolio analytics

1 plan / $217K premiums / 433 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$152K
  • Vision$65K
  • Life$16K
  • Short-term disability$16K
  • Long-term disability$16K
Total $217K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY63%
  • VISION SERVICE PLAN30%
  • HARTFORD LIFE AND ACCIDENT8%
Total $217K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • LOCKTON COMPANIES, LLC60%
  • HUB INTERNATIONAL MIDWEST LIMITED40%
Total $35K2 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

SAMUEL ENGINEERING, INC. 401(K) SAVINGS PLAN

401k

Assets$28.6M
Participants564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAMUEL ENGINEERING HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$217K
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAMUEL ENGINEERING, INC. 401(K) SAVINGS PLAN401k$28.6M5642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAMUEL ENGINEERING HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$217K4332025
Retirement plans
Welfare plans
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