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Sponsor portfolio

SAMUEL, SON & CO. (USA) INC.

EIN 06-1251791-Manufacturing-Latest filing 2025
Plans
5
Retirement
4
$228.9M assets
Welfare
1
$4.7M premiums
Participants
6,525
2200 PRATT BLVD - ELK GROVE VILLAGE, IL 60007630-783-8900LinkedIn1-10 employees
Plans on this EIN
5 filings
#003401k-$225.1M - 3,441 part#008401k-$3.0M - 196 part#010401k-$662K - 52 part#004401k-$48K - 93 part#516Mixed-$4.7M - 4,567 lives

Retirement portfolio analytics

4 plans aggregated / $228.9M assets / 3,782 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • (USA), INC. 401(K) (#003)98%
  • (USA) INC., 401(K) (#008)1%
  • INC. UNION 401(K) (#010)0%
  • PROFIT SHARING PLAN (#004)0%
Total $228.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • (USA), INC. 401(K) (#003)3,441
  • (USA) INC., 401(K) (#008)196
  • PROFIT SHARING PLAN (#004)93
  • INC. UNION 401(K) (#010)52
Total 3,782Click row to drill in

Benefits portfolio analytics

1 plan / $4.7M premiums / 4,567 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.5M
  • Life$3.0M
  • Short-term disability$3.0M
  • Long-term disability$3.0M
  • Dental$1.2M
Total $4.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY74%
  • METROPOLITAN LIFE INSURANCE COMPANY25%
  • COMPSYCH1%
Total $4.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • THE PLEXUS GROUPE LLC84%
  • GIS BENEFITS INC16%
Total $334K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SAMUEL, SON & CO. (USA), INC. 401(K) PLAN

401k

Assets$225.1M
Participants3,441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

STEEL FAB, A DIVISION OF SAMUEL, SON & CO. (USA) INC., 401(K) PLAN

401k

Assets$3.0M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

MISSOURI METALS, A DIVISION OF SAMUEL, SON & CO. (USA) INC. UNION 401(K) PLAN

401k

Assets$662K
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

TUBULAR PRODUCTS COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$48K
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

SAMUEL, SON & CO. (USA), INC. EMPLOYEE WELFARE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$4.7M
Covered lives4,567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003SAMUEL, SON & CO. (USA), INC. 401(K) PLAN401k$225.1M3,4412025
008STEEL FAB, A DIVISION OF SAMUEL, SON & CO. (USA) INC., 401(K) PLAN401k$3.0M1962025
010MISSOURI METALS, A DIVISION OF SAMUEL, SON & CO. (USA) INC. UNION 401(K) PLAN401k$662K522025
004TUBULAR PRODUCTS COMPANY 401(K) PROFIT SHARING PLAN401k$48K932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
516SAMUEL, SON & CO. (USA), INC. EMPLOYEE WELFARE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$4.7M4,5672025
Retirement plans
Welfare plans
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