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Sponsor portfolioTH

CASIO AMERICA, INC.

EIN 11-2215214-consumer electronics-Latest filing 2025
Plans
4
Retirement
2
$103.7M assets
Welfare
2
$4.0M premiums
Participants
762
100 ENTERPRISE DRIVE, SUITE 300 - ROCKAWAY, NJ 07866973-361-5400casio.comLinkedIn51-200 employeesconsumer electronics
Plans on this EIN
4 filings
#002401k-$69.8M - 241 part#001TraditionalDB-$33.9M - 218 part#501Fully Insured-$4.0M - 218 lives#502Fully Insured-$5K - 154 lives

Retirement portfolio analytics

2 plans aggregated / $103.7M assets / 459 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • SAVINGS RETIREMENT PLAN (#002)67%
  • INC. RETIREMENT PLAN (#001)33%
Total $103.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • THE VANGUARD GROUP, INC.67%
  • (Not disclosed)33%
Total $103.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS RETIREMENT PLAN (#002)241
  • INC. RETIREMENT PLAN (#001)218
Total 459Click row to drill in

Benefits portfolio analytics

2 plans / $4.0M premiums / 372 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$3.8M
  • Health$3.8M
  • Dental$3.8M
  • Prescription drug$3.8M
  • Other$221K
  • Life$202K
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • BOLLINGER INC90%
  • GALLAGHER BENEFIT SERVICES, INC.10%
Total $151K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CASIO AMERICA, INC. INCENTIVE SAVINGS RETIREMENT PLAN

401k

Assets$69.8M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CASIO AMERICA, INC. RETIREMENT PLAN

TraditionalDB

Assets$33.9M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASIO AMERICA, INC. HEALTH BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CASIO AMERICA, INC. LONG TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$5K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CASIO AMERICA, INC. INCENTIVE SAVINGS RETIREMENT PLAN401k$69.8M2412024
001CASIO AMERICA, INC. RETIREMENT PLANTraditionalDB$33.9M2182024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASIO AMERICA, INC. HEALTH BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.0M2182025
502CASIO AMERICA, INC. LONG TERM DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$5K1542025
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