Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SONALYSTS, INC.
EIN 06-0902362defense & spaceLatest filing 2025
Plans
8
Retirement
2
$271.6M assets
Welfare
6
$2.9M premiums
Participants
3,034
Retirement portfolio analytics
2 plans aggregated / $271.6M assets / 1,169 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $2.9M premiums / 2,108 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Vision$2.6M
- Prescription drug$2.6M
- Long-term disability$150K
- Dental$110K
- Life$56K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
- BLUE CROSS OF CALIFORNIA1%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SONALYSTS, INC. RETIREMENT AND SAVINGS PLAN
401k
Assets$145.7M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SONALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$125.9M
Participants567
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SONALYSTS, INC. GROUP HEALTH INSURANCE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.6M
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
SONALYSTS, INC. GROUP LONG TERM DISABILITY INCOME REPLACEMENT PLAN
Fully Insured - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$150K
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
SONALYSTS, INC. GROUP DENTAL INSURANCE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$88K
Covered lives503
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
SONALYSTS, INC. GROUP SHORT TERM DISABILITY INCOME REPLACEMENT PLAN
Fully Insured - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$46K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SONALYSTS, INC. GROUP LIFE ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$34K
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
SONALYSTS, INC. HEALTH CARE REIMBURSEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SONALYSTS, INC. RETIREMENT AND SAVINGS PLAN | 401k | $145.7M | 602 | 2025 | |
| 002 | SONALYSTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $125.9M | 567 | 2025 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SONALYSTS, INC. GROUP HEALTH INSURANCE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.6M | 383 | 2025 | |
| 505 | SONALYSTS, INC. GROUP LONG TERM DISABILITY INCOME REPLACEMENT PLAN | Fully Insured | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $150K | 408 | 2025 | |
| 510 | SONALYSTS, INC. GROUP DENTAL INSURANCE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $88K | 503 | 2025 | |
| 509 | SONALYSTS, INC. GROUP SHORT TERM DISABILITY INCOME REPLACEMENT PLAN | Fully Insured | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $46K | 406 | 2025 | |
| 502 | SONALYSTS, INC. GROUP LIFE ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $34K | 408 | 2025 | |
| 508 | SONALYSTS, INC. HEALTH CARE REIMBURSEMENT | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans