PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. POWELL INDUSTRIES, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 88-0106100

POWELL INDUSTRIES, INC.

8550 MOSLEY ROAD · HOUSTON, TX 77075
7139484022
Plans filed
1
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
2,399
No prior year
Total participants
2,423
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
POWELL INDUSTRIES, INC. WELFARE BENEFIT PLAN
Mixed2,399 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.3M36.6%
Life$1.1M31.7%
Long-term disability$1.1M31.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$1.1M86.8%112,399
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$165K12.7%11514
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$6K0.5%112,399

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXRELIASTAR LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$38K$43K$81K98.8%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$0$974$9741.2%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica