Plan Ledger DOL Form 5500 · updated monthly

The Equity Engineering Group, Inc.benefits

Health and Welfare Plan · SHAKER HEIGHTS, OH · plan year 2025

Previously filed as The Equity Engineering Group Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$41,983

The Equity Engineering Group, Inc.'s benefits plans covered 202 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $41,983 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $208 per covered person, above the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20252
ALLONE HEALTHpremiums n/a · 168 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 202 covered
Brokers & agents paid · 20252
JAMES B. OSWALD COMPANY$40,461 · incl $15,099 fees
CENTRO BENEFIT RESEARCH, LLC$1,522
Also brokered by James B. Oswald Company5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 341970354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.