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Sponsor portfolio

PUMA NORTH AMERICA INC.

EIN 04-3280787-marketing and advertising-Latest filing 2025
Plans
3
Retirement
2
$129.7M assets
Welfare
1
$813K premiums
Participants
4,357
455 GRAND UNION BOULEVARD - SOMERVILLE, MA 02145978-501-1565LinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
3 filings
#001401k-$129.6M - 3,224 part#002ProfitSharing-$87K - 44 part#501Mixed-$813K - 1,626 lives

Retirement portfolio analytics

2 plans aggregated / $129.7M assets / 3,268 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • AMERICA, INC. 401(K) (#001)100%
  • RICO RETIREMENT PLAN (#002)0%
Total $129.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA, INC. 401(K) (#001)3,224
  • RICO RETIREMENT PLAN (#002)44
Total 3,268Click row to drill in

Benefits portfolio analytics

1 plan / $813K premiums / 1,626 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$712K
  • Life$432K
  • Long-term disability$280K
  • Vision$101K
Total $813K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNITEDHEALTHCARE INSURANCE COMPANY53%
  • HARTFORD LIFE AND ACCIDENT34%
  • EYEMED VISION CARE12%
Total $813K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $92K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PUMA NORTH AMERICA, INC. 401(K) PLAN

401k

Assets$129.6M
Participants3,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PUMA PUERTO RICO RETIREMENT PLAN

ProfitSharing

Assets$87K
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PUMA NORTH AMERICA, INC. HEALTH & WELFARE BENEFIT PLANS

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$813K
Covered lives1,626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PUMA NORTH AMERICA, INC. 401(K) PLAN401k$129.6M3,2242024
002PUMA PUERTO RICO RETIREMENT PLANProfitSharing$87K442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PUMA NORTH AMERICA, INC. HEALTH & WELFARE BENEFIT PLANSMixedUNITEDHEALTHCARE INSURANCE COMPANY$813K1,6262025
Retirement plans
Welfare plans
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