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  2. SYMRISE INC.
Sponsor portfolio

SYMRISE INC.

EIN 22-1682840-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$377.6M assets
Welfare
1
$3.7M premiums
Participants
4,380
NORTH AMERICA HUMAN RESOURCES, 300 NORTH STREET - TETERBORO, NJ 07608201-462-5532
Plans on this EIN
3 filings
#002401k-$328.2M - 1,682 part#001TraditionalDB-$49.4M - 769 part#502Mixed-$3.7M - 3,554 lives

Retirement portfolio analytics

2 plans aggregated / $377.6M assets / 2,451 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • INC. EMPLOYEE Savings (#002)87%
  • INC. RETIREMENT PLAN (#001)13%
Total $377.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE87%
  • (Not disclosed)13%
Total $377.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEE Savings (#002)1,682
  • INC. RETIREMENT PLAN (#001)769
Total 2,451Click row to drill in

Benefits portfolio analytics

1 plan / $3.7M premiums / 3,554 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.6M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Other$451K
  • Vision$186K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • METROPOLITAN LIFE INSURANCE COMPANY43%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA40%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN5%
  • AETNA LIFE INSURANCE COMPANY3%
  • +2 more
Total $3.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MERCER HEALTH AND BENEFITS, LLC96%
  • PLANSOURCE BENEFITS ADMINISTRATION4%
Total $339K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SYMRISE INC. EMPLOYEE SAVINGS PLAN

401k

Assets$328.2M
Participants1,682
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SYMRISE INC. RETIREMENT PLAN

TraditionalDB

Assets$49.4M
Participants769
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SYMRISE INC. WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.7M
Covered lives3,554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SYMRISE INC. EMPLOYEE SAVINGS PLAN401k$328.2M1,6822024
001SYMRISE INC. RETIREMENT PLANTraditionalDB$49.4M7692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SYMRISE INC. WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.7M3,5542024
Retirement plans
Welfare plans
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