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  2. MAKITA U.S.A., INC.
Sponsor portfolio

MAKITA U.S.A., INC.

EIN 13-2672211-construction-Latest filing 2025
Plans
2
Retirement
1
$99.1M assets
Welfare
1
$1.6M premiums
Participants
1,827
14930 NORTHAM STREET - LA MIRADA, CA 90638714-522-8088makitatools.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$99.1M - 1,022 part#501Mixed-$1.6M - 725 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 725 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$976K
  • Prescription drug$976K
  • Life$582K
  • Other$528K
  • Short-term disability$528K
  • Long-term disability$528K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • AETNA LIFE INSURANCE COMPANY60%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA33%
  • VISION SERVICE PLAN4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • WILLIS TOWERS WATSON US LLC66%
  • VOLUNTARY BENEFIT ADVISORS29%
  • COMPYSCH5%
  • UMG0%
Total $140K4 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

MAKITA SHARED SAVINGS PLAN

401k

Assets$99.1M
Participants1,022
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAKITA U.S.A., INC. BENEFITS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives725
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MAKITA SHARED SAVINGS PLAN401k$99.1M1,0222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAKITA U.S.A., INC. BENEFITS PLANMixedAETNA LIFE INSURANCE COMPANY$1.6M7252025
Retirement plans
Welfare plans
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