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  2. SUMITOMO CORPORATION OF AMERICAS
Sponsor portfolio

SUMITOMO CORPORATION OF AMERICAS

EIN 13-5612163-international trade and development-Latest filing 2024
Plans
5
Retirement
2
$461.2M assets
Welfare
3
$4.3M premiums
Participants
6,247
300 MADISON AVENUE - NEW YORK, NY 10017212-207-0700LinkedIn501-1000 employeesinternational trade and development
Plans on this EIN
5 filings
#005401k-$406.0M - 3,585 part#004401k-$55.2M - 976 part#501Fully Insured-$4.3M - 1,693 lives#503Fully Insured-$5K - 706 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $461.2M assets / 4,561 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • SAFE HARBOR 401(K) (#005)88%
  • 401(K) RETIREMENT PLAN (#004)12%
Total $461.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAFE HARBOR 401(K) (#005)3,585
  • 401(K) RETIREMENT PLAN (#004)976
Total 4,561Click row to drill in

Benefits portfolio analytics

3 plans / $4.3M premiums / 2,399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.7M
  • Health$3.7M
  • Dental$3.7M
  • Vision$3.7M
  • Prescription drug$3.7M
  • Life$399K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • EDGEWOOD PARTNERS INSURANCE CENTER84%
  • MERCER HEALTH AND BENEFITS, LLC16%
Total $8K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

THE SAFE HARBOR 401(K) PLAN

401k

Assets$406.0M
Participants3,585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN

401k

Assets$55.2M
Participants976
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMITOMO CORPORATION OF AMERICAS GROUP MEDICAL INSURANCE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.3M
Covered lives1,693
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SUMITOMO CORPORATION OF AMERICAS BUSINESS TRAVEL ACCIDENT PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$5K
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SUMITOMO CORPORATION OF AMERICAS FLEXIBLE SPENDING ACCOUNT PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005THE SAFE HARBOR 401(K) PLAN401k$406.0M3,5852024
004LINDER INDUSTRIAL MACHINERY 401(K) RETIREMENT PLAN401k$55.2M9762024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMITOMO CORPORATION OF AMERICAS GROUP MEDICAL INSURANCE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.3M1,6932024
503SUMITOMO CORPORATION OF AMERICAS BUSINESS TRAVEL ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$5K7062024
504SUMITOMO CORPORATION OF AMERICAS FLEXIBLE SPENDING ACCOUNT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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