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  2. OKUMA AMERICA CORPORATION
Sponsor portfolioTH

OKUMA AMERICA CORPORATION

EIN 11-2670887-machinery-Latest filing 2025
Plans
3
Retirement
2
$71.0M assets
Welfare
1
$915K premiums
Participants
886
11900 WESTHALL DRIVE - CHARLOTTE, NC 28278704-588-7000okuma.comLinkedIn201-500 employeesmachinery
Plans on this EIN
3 filings
#002401k-$46.0M - 298 part#001CashBalance-$25.0M - 370 part#502Mixed-$915K - 431 lives

Retirement portfolio analytics

2 plans aggregated / $71.0M assets / 668 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • AND INVESTMENT PLAN (#002)65%
  • AMERICA CORPORATION PENSION (#001)35%
Total $71.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • JULY BUSINESS SERVICES35%
Total $71.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA CORPORATION PENSION (#001)370
  • AND INVESTMENT PLAN (#002)298
Total 668Click row to drill in

Benefits portfolio analytics

1 plan / $915K premiums / 431 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$533K
  • Dental$343K
  • Life$343K
  • Long-term disability$343K
  • Vision$39K
Total $915K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY58%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA38%
  • COMMUNITY EYE CARE4%
Total $915K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • DIGITAL INSURANCE LLC71%
  • ENROLLEASE29%
Total $90K2 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

OKUMA AMERICA CORP. SAVINGS AND INVESTMENT PLAN

401k

Assets$46.0M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OKUMA AMERICA CORPORATION PENSION PLAN

CashBalance

Assets$25.0M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OKUMA AMERICA CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

Mixed - BERKLEY LIFE & HEALTH INSURANCE COMPANY

Premiums$915K
Covered lives431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OKUMA AMERICA CORP. SAVINGS AND INVESTMENT PLAN401k$46.0M2982024
001OKUMA AMERICA CORPORATION PENSION PLANCashBalance$25.0M3702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OKUMA AMERICA CORPORATION EMPLOYEE WELFARE BENEFIT PLANMixedBERKLEY LIFE & HEALTH INSURANCE COMPANY$915K4312025
Retirement plans
Welfare plans
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