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Sponsor portfolioTH

JEOL USA, INC.

EIN 04-6058420-electrical/electronic manufacturing-Latest filing 2025
Plans
3
Retirement
1
$124.4M assets
Welfare
2
$868K premiums
Participants
836
11 DEARBORN ROAD - PEABODY, MA 019603823978-535-5900jeolusa.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filings
#001401k-$124.4M - 325 part#501Self Funded-$682K - 251 lives#502Fully Insured-$185K - 261 lives

Benefits portfolio analytics

2 plans / $868K premiums / 512 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$682K
  • Stop-loss$682K
  • Life$185K
  • Long-term disability$185K
  • Other$185K
Total $868K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA79%
  • HARTFORD LIFE AND ACCIDENT21%
Total $868K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RISK STRATEGIES COMPANY100%
Total $129K1 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

JEOL USA INC. EMPLOYEES RETIREMENT PLAN AND TRUST

401k

Assets$124.4M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEOL USA, INC. VOLUNTARY EMPLOYEES BENEFIT PLAN TRUST

Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$682K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JEOL USA, INC. INSURED EMPLOYEE BENEFIT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$185K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEOL USA INC. EMPLOYEES RETIREMENT PLAN AND TRUST401k$124.4M3252024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEOL USA, INC. VOLUNTARY EMPLOYEES BENEFIT PLAN TRUSTSelf FundedSUN LIFE ASSURANCE COMPANY OF CANADA$682K2512025
502JEOL USA, INC. INSURED EMPLOYEE BENEFIT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$185K2612025
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