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  1. Companies/
  2. POWELL INDUSTRIES, INC.
Sponsor portfolioTH

POWELL INDUSTRIES, INC.

EIN 88-0106100-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$291.4M assets
Welfare
1
$1.3M premiums
Participants
5,601
8550 MOSLEY DRIVE - HOUSTON, TX 77075713-947-4701
Plans on this EIN
2 filings
#001401k-$291.4M - 3,178 part#501Mixed-$1.3M - 2,399 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 2,399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.1M
  • Long-term disability$1.1M
Total $1.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA87%
  • RELIASTAR LIFE INSURANCE COMPANY13%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $82K2 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

POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN

401k

Assets$291.4M
Participants3,178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POWELL INDUSTRIES, INC. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives2,399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN401k$291.4M3,1782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POWELL INDUSTRIES, INC. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M2,3992025
Retirement plans
Welfare plans
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