Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MITSUI & CO. (U.S.A), INC.
EIN 13-2559853individual & family servicesLatest filing 2024
Plans
4
Retirement
2
$295.8M assets
Welfare
2
$6.4M premiums
Participants
3,672
Retirement portfolio analytics
2 plans aggregated / $295.8M assets / 1,668 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
63%top
- THE VANGUARD GROUP, INC.63%
- (Not disclosed)37%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.4M premiums / 1,923 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.7M
- Dental$5.1M
- Vision$5.1M
- Health$4.5M
- Stop-loss$1.1M
- Life$386K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
80%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
- UNUM LIFE INSURANCE COMPANY OF AMERICA12%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
- HARTFORD LIFE AND ACCIDENT1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
88%top
- THE BALDWIN GROUP WEST LLC88%
- DAVID J MCCLELLAN6%
- ARMFIELD HARRISON & THOMAS5%
- BURNHAM BENEFITS INSURANCE SERVICES0%
- RICHARD M WHITELEY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MITSUI & CO. (U. S. A), INC. 401(K) RETIREMENT PLAN
401k
Assets$187.1M
Participants1,088
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MITSUI & CO. (U.S.A.), INC. PENSION PLAN
TraditionalDB
Assets$108.7M
Participants580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MITSUI AND COMPANY U.S.A., INC. EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$6.4M
Covered lives1,923
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
THE MITSUI & CO. (U.S.A.), INC. SEVERANCE PAY PLAN
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 | MITSUI & CO. (U. S. A), INC. 401(K) RETIREMENT PLAN | 401k | $187.1M | 1,088 | 2024 | |
| 001 | MITSUI & CO. (U.S.A.), INC. PENSION PLAN | TraditionalDB | $108.7M | 580 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MITSUI AND COMPANY U.S.A., INC. EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6.4M | 1,923 | 2024 | |
| 508 | THE MITSUI & CO. (U.S.A.), INC. SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans