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  2. MITSUI AND COMPANY U.S.A., INC.
Sponsor portfolio

MITSUI AND COMPANY U.S.A., INC.

EIN 13-2559853-individual & family services-Latest filing 2025
Plans
4
Retirement
2
$295.8M assets
Welfare
2
$6.3M premiums
Participants
4,063
200 PARK AVENUE, 36TH FLOOR - NEW YORK, NY 10166212-878-4000LinkedIn1-10 employeesindividual & family services
Plans on this EIN
4 filings
#003401k-$187.1M - 1,088 part#001TraditionalDB-$108.7M - 580 part#501Fully Insured-$6.3M - 2,190 lives#508Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $295.8M assets / 1,668 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • 401(K) RETIREMENT PLAN (#003)63%
  • (U.S.A.), INC. PENSION (#001)37%
Total $295.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • THE VANGUARD GROUP, INC.63%
  • (Not disclosed)37%
Total $295.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)1,088
  • (U.S.A.), INC. PENSION (#001)580
Total 1,668Click row to drill in

Benefits portfolio analytics

2 plans / $6.3M premiums / 2,190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.5M
  • Dental$4.6M
  • Vision$4.6M
  • Health$4.0M
  • Stop-loss$1.2M
  • Life$667K
  • +2 more
Total $6.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY74%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • UNITEDHEALTHCARE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $6.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • THE BALDWIN GROUP WEST LLC93%
  • ARMFIELD HARRISON & THOMAS5%
  • DAVID J MCCLELLAN1%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $439K4 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

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$6.3M
Covered lives2,190
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 #NameTypeAssetsParticipantsLatest year
003MITSUI & CO. (U. S. A), INC. 401(K) RETIREMENT PLAN401k$187.1M1,0882024
001MITSUI & CO. (U.S.A.), INC. PENSION PLANTraditionalDB$108.7M5802024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MITSUI AND COMPANY U.S.A., INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.3M2,1902025
508THE MITSUI & CO. (U.S.A.), INC. SEVERANCE PAY PLANSelf Funded-$002025
Retirement plans
Welfare plans
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