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Sponsor portfolioTH

SUTHERLAND GLOBAL SERVICES, INC.

EIN 16-1287080-Latest filing 2025
Plans
2
Retirement
1
$103.4M assets
Welfare
1
$5.1M premiums
Participants
7,636
1160 PITTSFORD VICTOR ROAD - PITTSFORD, NY 14534213-404-9364
Plans on this EIN
2 filings
#001401k-$103.4M - 4,156 part#512Mixed-$5.1M - 3,892 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 3,892 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Short-term disability$1.5M
  • Dental$1.2M
  • Life$981K
  • Long-term disability$525K
  • Vision$225K
Total $5.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY70%
  • DELTA DENTAL OF CALIFORNIA24%
  • VISION SERVICE PLAN4%
  • ESI EMPLOYEE ASSISTANCE GROUP1%
Total $5.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LAVORO GROUP CORP100%
Total $224K1 slice

Plan deep-dives

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

SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN

401k

Assets$103.4M
Participants4,156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

SUTHERLAND GLOBAL SERVICES WELFARE BENEFITS PLAN

Mixed - RELIANCE STANDARD

Premiums$5.1M
Covered lives3,892
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUTHERLAND GLOBAL SERVICES, INC. 401(K) PLAN401k$103.4M4,1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512SUTHERLAND GLOBAL SERVICES WELFARE BENEFITS PLANMixedRELIANCE STANDARD$5.1M3,8922025
Retirement plans
Welfare plans
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