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  2. TAKARA BELMONT USA, INC.
Sponsor portfolio

TAKARA BELMONT USA, INC.

EIN 13-1843773-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$11.7M assets
Welfare
1
$1.7M premiums
Participants
241
101 BELMONT DR - SOMERSET, NJ 08873732-469-5000takarabelmont.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
3 filings
#003401k-$6.7M - 63 part#004401k-$5.1M - 68 part#501Fully Insured-$1.7M - 113 lives

Retirement portfolio analytics

2 plans aggregated / $11.7M assets / 131 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • RETIREMENT PLAN 1 (#003)57%
  • RETIREMENT PLAN 2 (#004)43%
Total $11.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN 2 (#004)68
  • RETIREMENT PLAN 1 (#003)63
Total 131Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 113 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$146K
  • Vision$146K
  • Life$146K
  • Long-term disability$146K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HORIZON HEALTHCARE SERVICES, INC.91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • SAVOY ASSOCIATES63%
  • GALLAGHER BENEFIT SERVICES, INC.37%
Total $110K2 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

TAKARA BELMONT USA, INC. 401(K) RETIREMENT PLAN 1

401k

Assets$6.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

TAKARA BELMONT USA, INC. 401K RETIREMENT PLAN 2

401k

Assets$5.1M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAKARA BELMONT WELFARE PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$1.7M
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TAKARA BELMONT USA, INC. 401(K) RETIREMENT PLAN 1401k$6.7M632025
004TAKARA BELMONT USA, INC. 401K RETIREMENT PLAN 2401k$5.1M682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAKARA BELMONT WELFARE PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$1.7M1132025
Retirement plans
Welfare plans
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