Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORMAN S. WRIGHT MECHANICAL EQUIPMENT LLC
EIN 94-2872220mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$107.3M assets
Welfare
1
$1.4M premiums
Participants
829
99A S HILL DR - BRISBANE, CA 940051215415-467-7600normanwright.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $107.3M assets / 556 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
61%top
- THE VANGUARD GROUP, INC.61%
- (Not disclosed)39%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 273 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Vision$211K
- Dental$202K
- Prescription drug$200K
- Life$87K
- Long-term disability$29K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
62%top
- KAISER FOUNDATION HEALTH PLAN INC62%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY14%
- HAWAII MEDICAL SERVICE ASSOCIATION11%
- LIFE INSURANCE COMPANY OF NORTH AMERICA9%
- CALVO'S SELECTCARE INSURANCE, INC.3%
- +1 more
Broker market share
Schedule A broker compensation
63%top
- ADVANCED ESTATE & INS. SERVICES INC63%
- CENTERSTONE INSURANCE AND FINANCIAL30%
- BENEFITMALL7%
- ASSUREDPARTNERS1%
- CALVO'S INSURANCE UNDERWRITERS, INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$65.9M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$41.3M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NORMAN WRIGHT CAFETERIA PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.4M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | 401k | $65.9M | 223 | 2024 | |
| 002 | NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $41.3M | 333 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NORMAN WRIGHT CAFETERIA PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.4M | 273 | 2025 |
Retirement plans
Welfare plans