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Sponsor portfolio

ENGEO INCORPORATED

EIN 94-1748418-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$153.1M assets
Welfare
1
$2.5M premiums
Participants
834
2633 CAMINO RAMON, SUITE 250 - SAN RAMON, CA 94583925-866-9000engeo.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#002401k-$77.8M - 358 part#003ESOP-$75.3M - 253 part#501Fully Insured-$2.5M - 220 lives

Retirement portfolio analytics

2 plans aggregated / $153.1M assets / 611 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • ENGEO INCORPORATED 401(K) (#002)51%
  • EMPLOYEE STOCK OWNERSHIP (#003)49%
Total $153.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • THE VANGUARD GROUP, INC.51%
  • (Not disclosed)49%
Total $153.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENGEO INCORPORATED 401(K) (#002)358
  • EMPLOYEE STOCK OWNERSHIP (#003)253
Total 611Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.4M
  • Life$84K
  • Short-term disability$84K
  • Long-term disability$84K
  • Other$84K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • KAISER FOUNDATION HEALTH PLAN INC96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • AETNA LIFE INSURANCE COMPANY1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • DIGITAL INSURANCE LLC99%
  • CASSIDYS ASSOCIATED INSURERS INC1%
Total $39K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ENGEO INCORPORATED 401(K) PLAN

401k

Assets$77.8M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ENGEO INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$75.3M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENGEO INCORPORATED HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.5M
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ENGEO INCORPORATED 401(K) PLAN401k$77.8M3582024
003ENGEO INCORPORATED EMPLOYEE STOCK OWNERSHIP PLANESOP$75.3M2532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENGEO INCORPORATED HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$2.5M2202025
Retirement plans
Welfare plans
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