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Sponsor portfolioWelfare / HealthEIN 25-1008495

CUSTOM ENGINEERING CO.

2800 MCCLELLAND AVENUE · ERIE, PA 16510
8148982800
Plans filed
2
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$835K
No prior year
Persons covered
114
No prior year
Total participants
116
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$835K
CUSTOM ENGINEERING CO. HEALTH & WELFARE PLAN
Fully insured114 covered·4 carriers
Primary: UPMC HEALTH OPTIONS
Plan #502$0
CUSTOM ENGINEERING COMPANY DENTAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$721K85.8%
Dental$46K5.4%
Short-term disability$31K3.7%
Other$20K2.3%
Vision$10K1.2%
Long-term disability$7K0.9%
Life$6K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 462824626
H
$721K86.4%1765
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$58K7.0%14114
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
D
$46K5.5%1197
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
V
$10K1.2%1196

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LILLIS MCKIBBEN BONGIOVANNI AND CO.ERIE, PAUPMC HEALTH OPTIONS, LINCOLN NATIONAL LIFE INSURANCE COMPANY$20K$0$20K70.7%1
ARCHON LLCHAUPPAUGE, NYLINCOLN NATIONAL LIFE INSURANCE COMPANY$0$5K$5K16.8%1
VICARY INSURANCE AGENCYERIE, PASUN LIFE ASSURANCE COMPANY OF CANADA, VISION BENEFITS OF AMERICA$3K$0$3K11.8%1
MANUFACTURER & BUSINESS ASSOCIATION—VISION BENEFITS OF AMERICA$191$0$1910.7%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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