PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SULZER US HOLDING INC.
Sponsor portfolioTH

SULZER US HOLDING INC.

EIN 13-3950743-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$547.0M assets
Welfare
1
$2.3M premiums
Participants
5,648
900 THREADNEEDLE STREET, SUITE 800 - HOUSTON, TX 77079832-886-2300
Plans on this EIN
2 filings
#003401k-$547.0M - 3,512 part#515Mixed-$2.3M - 4,412 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 4,412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Other$458K
  • Long-term disability$403K
  • Vision$298K
Total $2.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA76%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY13%
  • RELIASTAR LIFE INSURANCE COMPANY11%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MERCER HEALTH AND BENEFITS, LLC91%
  • LOCKTON COMPANIES, LLC7%
  • ADP INC2%
Total $225K3 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

SULZER EMPLOYEE SAVINGS PLAN

401k

Assets$547.0M
Participants3,512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

SULZER US HOLDING INC. MASTER WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.3M
Covered lives4,412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SULZER EMPLOYEE SAVINGS PLAN401k$547.0M3,5122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515SULZER US HOLDING INC. MASTER WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.3M4,4122024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica