Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ACCO ENGINEERED SYSTEMS, INC.
EIN 95-1625123constructionLatest filing 2024
Plans
3
Retirement
2
$1.70B assets
Welfare
1
$15.4M premiums
Participants
4,734
888 EAST WALNUT STREET - PASADENA, CA 91101818-849-1883accoes.comLinkedIn5001-10000 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.70B assets / 3,299 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $15.4M premiums / 1,851 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$14.3M
- Prescription drug$14.3M
- Other$834K
- Life$588K
- Short-term disability$588K
- Long-term disability$588K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
61%top
- AETNA LIFE INSURANCE COMPANY61%
- KAISER FOUNDATION HEALTH PLAN INC32%
- HARTFORD LIFE AND ACCIDENT4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- VISION SERVICE PLAN1%
- +3 more
Broker market share
Schedule A broker compensation
45%top
- IMA, INC.45%
- MCGRIFF INSURANCE SERVICES INC44%
- LONG TERM CARE SOLUTIONS, INC.8%
- HUB INTERNATIONAL MIDWEST LIMITED2%
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$1.44B
Participants1,369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ACCO SAVINGS AND INVESTMENT PLAN
401k
Assets$253.6M
Participants1,930
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$15.4M
Covered lives1,851
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 | $1.44B | 1,369 | 2024 | |
| 001 | ACCO SAVINGS AND INVESTMENT PLAN | 401k | $253.6M | 1,930 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | ACCO ENGINEERED SYSTEMS HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $15.4M | 1,851 | 2024 |
Retirement plans
Welfare plans