Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ACCO ENGINEERED SYSTEMS, INC.
EIN 95-1625123constructionLatest filing 2025
Plans
3
Retirement
2
$1.98B assets
Welfare
1
$18.5M premiums
Participants
5,340
888 EAST WALNUT STREET - PASADENA, CA 91101818-849-1883accoes.comLinkedIn5001-10000 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.98B assets / 3,654 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $18.5M premiums / 1,676 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$17.4M
- Prescription drug$17.4M
- Other$914K
- Life$633K
- Short-term disability$605K
- Long-term disability$605K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
65%top
- AETNA LIFE INSURANCE COMPANY65%
- KAISER FOUNDATION HEALTH PLAN INC29%
- HARTFORD LIFE AND ACCIDENT3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- VISION SERVICE PLAN1%
- +3 more
Broker market share
Schedule A broker compensation
66%top
- IMA, INC.66%
- MCGRIFF INSURANCE SERVICES INC24%
- LONG TERM CARE SOLUTIONS, INC.9%
- HUB INTERNATIONAL MIDWEST LIMITED1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ACCO EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.69B
Participants1,498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ACCO SAVINGS AND INVESTMENT PLAN
401k
Assets$288.8M
Participants2,156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
ACCO ENGINEERED SYSTEMS HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$18.5M
Covered lives1,676
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ACCO EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.69B | 1,498 | 2025 | |
| 001 | ACCO SAVINGS AND INVESTMENT PLAN | 401k | $288.8M | 2,156 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | ACCO ENGINEERED SYSTEMS HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $18.5M | 1,676 | 2025 |
Retirement plans
Welfare plans