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Sponsor portfolio

SAMUEL A. RAMIREZ & CO., INC.

EIN 13-2695511-financial services-Latest filing 2025
Plans
3
Retirement
2
$51.1M assets
Welfare
1
$279K premiums
Participants
418
1250 AVE PONCE DE LEON, SUITE 301 - NEW YORK, NY 10022212-378-7171ramirezco.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#003401k-$50.9M - 223 part#001401k-$175K - 4 part#501Mixed-$279K - 191 lives

Retirement portfolio analytics

2 plans aggregated / $51.1M assets / 227 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • SHARING PLAN TRUST (#003)100%
  • CO RETIREMENT PLAN (#001)0%
Total $51.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • SENTINEL PENSION ADVISORS100%
  • (Not disclosed)0%
Total $51.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN TRUST (#003)223
  • CO RETIREMENT PLAN (#001)4
Total 227Click row to drill in

Benefits portfolio analytics

1 plan / $279K premiums / 191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$231K
  • Other$190K
  • Short-term disability$161K
  • Long-term disability$161K
  • Vision$20K
Total $279K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY58%
  • COMPANION LIFE INSURANCE COMPANY25%
  • AFLAC8%
  • VISION SERVICE PLAN7%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $279K5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • CORPORATE SYNERGIES GROUP LLC74%
  • CENTRO BENEFITS RESEARCH LLC20%
  • MARITZA SANTIAGO2%
  • MATTHEW CERULLA2%
  • MJ INSURANCE1%
  • +3 more
Total $47K8 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

SAMUEL A RAMIREZ & CO., INC. 401(K) PROFIT SHARING PLAN TRUST

401k

Assets$50.9M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SAMUEL RAMIREZ & CO RETIREMENT PLAN

401k

Assets$175K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAMUEL A. RAMIREZ & CO. HEALTH AND WELFARE BENEFITS PLAN

Mixed - MUTUAL OF OMAHA INSURANCE COMPANY

Premiums$279K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SAMUEL A RAMIREZ & CO., INC. 401(K) PROFIT SHARING PLAN TRUST401k$50.9M2232025
001SAMUEL RAMIREZ & CO RETIREMENT PLAN401k$175K42025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAMUEL A. RAMIREZ & CO. HEALTH AND WELFARE BENEFITS PLANMixedMUTUAL OF OMAHA INSURANCE COMPANY$279K1912025
Retirement plans
Welfare plans
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