Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SI GROUP, INC.
EIN 14-1041790chemicalsLatest filing 2024
Plans
4
Retirement
3
$520.1M assets
Welfare
1
$1.3M premiums
Participants
5,010
1790 HUGHES LANDING BLVD., SUITE 600 - THE WOODLANDS, TX 77380518-602-7331siigroup.comLinkedIn1001-5000 employeeschemicals
Retirement portfolio analytics
3 plans aggregated / $520.1M assets / 4,208 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- JOHN HANCOCK LIFE INSURANCE COMPANY96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 1,820 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Other$1.2M
- Vision$120K
Carrier market share
Premium dollars by Schedule A carrier
91%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA91%
- FIDELITY SECURITY LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMPLOYEES RETIREMENT PLAN OF SI GROUP, INC.
TraditionalDB
Assets$306.5M
Participants2,689
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SI GROUP, INC. RETIREMENT AND SAVINGS PLAN
401k
Assets$191.2M
Participants1,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
THE SI GROUP, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES IN ORANGEBURG, SOUTH CAROLINA
TraditionalDB
Assets$22.4M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SI GROUP, INC. HEALTH AND WELFARE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$1.3M
Covered lives1,820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMPLOYEES RETIREMENT PLAN OF SI GROUP, INC. | TraditionalDB | $306.5M | 2,689 | 2024 | |
| 002 | SI GROUP, INC. RETIREMENT AND SAVINGS PLAN | 401k | $191.2M | 1,106 | 2024 | |
| 005 | THE SI GROUP, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES IN ORANGEBURG, SOUTH CAROLINA | TraditionalDB | $22.4M | 413 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SI GROUP, INC. HEALTH AND WELFARE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.3M | 1,820 | 2024 |
Retirement plans
Welfare plans