Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Other$225K
- Life$212K
- Short-term disability$212K
- Long-term disability$212K
- +2 more
Sponsor portfolio
SOMERO ENTERPRISES, INC.
EIN 20-3225968machineryLatest filing 2025
Plans
2
Retirement
1
$24.0M assets
Welfare
1
$2.9M premiums
Participants
328
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 370 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
- DELTA DENTAL OF CALIFORNIA6%
- EYEMED VISION CARE1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
40%top
- HEATHER A MOSHER40%
- ACRISURE LLC29%
- JULIE ANN FREIDUS14%
- BROWN & BROWN INSURANCE SERVICES14%
- STRATEGIC NON-MEDICAL SOLUTION2%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOMERO ENTERPRISES INC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$24.0M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SOMERO ENTERPRISES, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$2.9M
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOMERO ENTERPRISES INC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $24.0M | 198 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SOMERO ENTERPRISES, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $2.9M | 370 | 2025 |
Retirement plans
Welfare plans