Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOJITZ CORPORATION OF AMERICA
EIN 13-5610360international trade and developmentLatest filing 2024
Plans
4
Retirement
3
$117.8M assets
Welfare
1
$3.7M premiums
Participants
1,689
1120 AVENUE OF THE AMERICAS, 7TH FLOOR - NEW YORK, NY 10036212-704-6927sojitzamericas.comLinkedIn501-1000 employeesinternational trade and development
Retirement portfolio analytics
3 plans aggregated / $117.8M assets / 911 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
92%top
- (Not disclosed)92%
- MATRIX TRUST COMPANY8%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.7M premiums / 778 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.2M
- Life$355K
- Short-term disability$355K
- Long-term disability$355K
- Other$355K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- KAISER FOUNDATION HEALTH PLAN INC89%
- HARTFORD LIFE AND ACCIDENT10%
- VISION SERVICE PLAN2%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
- PREMIER0%
Broker market share
Schedule A broker compensation
66%top
- CORPORATE SYNERGIES GROUP LLC66%
- USI INSURANCE SERVICES LLC32%
- FOUNDATION RISK PARTNERS CORP3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOJITZ GROUP 401(K) PLAN
401k
Assets$96.2M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE NIAC GROUP PENSION PLAN
TraditionalDB
Assets$12.2M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NICHIMEN AMERICA, INC. PENSION PLAN
TraditionalDB
Assets$9.3M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SOJITZ CORPORATION GROUP WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.7M
Covered lives778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOJITZ GROUP 401(K) PLAN | 401k | $96.2M | 499 | 2024 | |
| 001 | THE NIAC GROUP PENSION PLAN | TraditionalDB | $12.2M | 241 | 2024 | |
| 003 | NICHIMEN AMERICA, INC. PENSION PLAN | TraditionalDB | $9.3M | 171 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SOJITZ CORPORATION GROUP WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.7M | 778 | 2024 |
Retirement plans
Welfare plans