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  2. SGS NORTH AMERICA INC.
Sponsor portfolioTH

SGS NORTH AMERICA INC.

EIN 13-3041390-construction-Latest filing 2024
Plans
4
Retirement
2
$460.6M assets
Welfare
2
$2.6M premiums
Participants
9,948
400 BROADACRES DRIVE, SUITE 200, 2ND FLOOR - BLOOMFIELD, NJ 07003201-508-3000LinkedIn1-10 employeesconstruction
Plans on this EIN
4 filings
#001401k-$319.3M - 5,199 part#007TraditionalDB-$141.3M - 2,357 part#504Mixed-$2.6M - 3,203 lives#506Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $460.6M assets / 7,556 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • AMERICA INC. 401(K) (#001)69%
  • AMERICA INC. PENSION (#007)31%
Total $460.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • T ROWE PRICE RPS INC69%
  • (Not disclosed)31%
Total $460.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA INC. 401(K) (#001)5,199
  • AMERICA INC. PENSION (#007)2,357
Total 7,556Click row to drill in

Benefits portfolio analytics

2 plans / $2.6M premiums / 3,203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$791K
  • Other$694K
  • Short-term disability$567K
  • Long-term disability$399K
  • Vision$195K
  • Dental$52K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY89%
  • VISION SERVICE PLAN7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • HEALTH ADVOCATE SOLUTIONS, INC.2%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • ROBERT C BRADLEY45%
  • AON CONSULTING INC35%
  • WINSTON FINANCIAL SERVICES20%
Total $609K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SGS NORTH AMERICA INC. 401(K) PLAN

401k

Assets$319.3M
Participants5,199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

SGS NORTH AMERICA INC. PENSION PLAN

TraditionalDB

Assets$141.3M
Participants2,357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SGS COMPREHENSIVE WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives3,203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SGS NORTH AMERICA RETIREE HRA

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SGS NORTH AMERICA INC. 401(K) PLAN401k$319.3M5,1992024
007SGS NORTH AMERICA INC. PENSION PLANTraditionalDB$141.3M2,3572024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SGS COMPREHENSIVE WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.6M3,2032024
506SGS NORTH AMERICA RETIREE HRAUnknown-$002024
Retirement plans
Welfare plans
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