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Sponsor portfolio

SYMBOTIC, LLC

EIN 20-8782926-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$89.7M assets
Welfare
1
$21.8M premiums
Participants
4,119
200 RESEARCH DRIVE - WILMINGTON, MA 01887978-284-8566symbotic.comLinkedIn501-1000 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$89.7M - 2,029 part#501Mixed-$21.8M - 2,044 lives

Benefits portfolio analytics

1 plan / $21.8M premiums / 2,044 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$19.7M
  • Life$688K
  • Long-term disability$485K
  • Other$396K
  • Short-term disability$298K
  • Vision$257K
Total $21.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • VISION SERVICE PLAN1%
Total $21.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • GCG FINANCIAL LLC82%
  • COMPREHENSIVE BENEFIT ADMINISTRATOR16%
  • COMMIT CONSULTING GROUP2%
Total $930K3 slices

Plan deep-dives

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

SYMBOTIC LLC 401(K) PLAN

401k

Assets$89.7M
Participants2,029
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SYMBOTIC LLC EMPLOYEE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$21.8M
Covered lives2,044
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYMBOTIC LLC 401(K) PLAN401k$89.7M2,0292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYMBOTIC LLC EMPLOYEE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$21.8M2,0442025
Retirement plans
Welfare plans
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