Sponsor portfolio

PERFETTI VAN MELLE USA, INC.

EIN 04-2493964Latest filing 2025

Plans

Retirement

$94.6M assets

Welfare

$1.6M premiums

Participants

2,798

P.O. BOX 18190, 3645 TURFWAY ROAD - ERLANGER, KY 41018859-283-1234

Plans on this EIN

3 filings

#002401k-$91.6M - 1,268 part #001TraditionalDB-$3.0M - 79 part #501Fully Insured-$1.6M - 1,950 lives

Retirement portfolio analytics

2 plans aggregated / $94.6M assets / 1,347 participants

Assets by plan

Share of aggregate retirement assets

97%top

Participants by plan

Active + retired + deferred vested

PLAN AND TRUST (#002)1,268
USA, INC. PENSION (#001)79

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,950 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$618K
Dental$577K
Life$415K
Long-term disability$292K
Vision$86K
Health$27K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

45%top

STANDARD INSURANCE COMPANY45%
DELTA DENTAL OF CALIFORNIA37%
METROPOLITAN LIFE INSURANCE COMPANY11%
ANTHEM LIFE INSURANCE COMPANY5%
UNUM LIFE INSURANCE COMPANY OF AMERICA2%

Broker market share

Schedule A broker compensation

Split broker

80%top

HORAN ASSOCIATES INC.80%
HUB INTERNATIONAL MIDWEST LIMITED19%
PLANSOURCE BENEFITS ADMINISTRATION1%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#002

PERFETTI VAN MELLE, INC. 401(K) PLAN AND TRUST

401k

Assets$91.6M

Participants1,268

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001