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Sponsor portfolio

SUNRISE ENGINEERING, LLC EMPLOYEE BENEF

EIN 87-0395347-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$28.3M assets
Welfare
1
$1.9M premiums
Participants
860
25 EAST 500 NORTH - FILLMORE, UT 84631435-743-6151sunrise-eng.comLinkedIn501-1000 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$28.3M - 562 part#501Mixed-$1.9M - 308 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 308 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.6M
  • Life$91K
  • Long-term disability$90K
  • Vision$51K
  • Short-term disability$22K
  • Other$22K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY85%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA10%
  • VISION SERVICE PLAN3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • MORETON & COMPANY62%
  • ARCHON LLC24%
  • SHERRIE M HOPKINS INS AGCY LUTCF,PC13%
  • CUSTOM INSURANCE SPECIALISTS INC1%
  • MARINA C LOVE0%
  • +3 more
Total $57K8 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

SUNRISE ENGINEERING 401(K) PLAN

401k

Assets$28.3M
Participants562
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNRISE ENGINEERING, LLC

Mixed - BERKLEY LIFE

Premiums$1.9M
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUNRISE ENGINEERING 401(K) PLAN401k$28.3M5622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNRISE ENGINEERING, LLCMixedBERKLEY LIFE$1.9M3082025
Retirement plans
Welfare plans
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