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Sponsor portfolioTH

SUMITOMO MACHINERY CORPORATION OF AMERICA

EIN 22-1815055-machinery-Latest filing 2025
Plans
3
Retirement
2
$126.0M assets
Welfare
1
$685K premiums
Participants
1,783
4200 HOLLAND BOULEVARD - CHESAPEAKE, VA 23323757-485-3355smcyclo.comLinkedIn501-1000 employeesmachinery
Plans on this EIN
3 filings
#002401k-$70.4M - 583 part#001TraditionalDB-$55.6M - 609 part#501Mixed-$685K - 591 lives

Retirement portfolio analytics

2 plans aggregated / $126.0M assets / 1,192 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • AND INVESTMENT PLAN (#002)56%
  • OF AMERICA PENSION (#001)44%
Total $126.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF AMERICA PENSION (#001)609
  • AND INVESTMENT PLAN (#002)583
Total 1,192Click row to drill in

Benefits portfolio analytics

1 plan / $685K premiums / 591 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$612K
  • Life$420K
  • Long-term disability$420K
  • Vision$73K
Total $685K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • ANTHEM LIFE INSURANCE COMPANY61%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • VISION SERVICE PLAN11%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • TRUSTMARK INSURANCE COMPANY2%
  • +1 more
Total $685K6 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • USI INSURANCE SERVICES LLC73%
  • THE CASON GROUP INC16%
  • CHRISTINE M. MCCULLUGH6%
  • LONG TERM CARE SOLUTIONS, INC.5%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $70K5 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

SUMITOMO MACHINERY CORPORATION OF AMERICA SAVINGS AND INVESTMENT PLAN

401k

Assets$70.4M
Participants583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUMITOMO MACHINERY CORPORATION OF AMERICA PENSION PLAN

TraditionalDB

Assets$55.6M
Participants609
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMITOMO MACHINERY CORPORATION OF AMERICA WELFARE BENEFITS PLAN

Mixed - ANTHEM LIFE INSURANCE COMPANY

Premiums$685K
Covered lives591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUMITOMO MACHINERY CORPORATION OF AMERICA SAVINGS AND INVESTMENT PLAN401k$70.4M5832024
001SUMITOMO MACHINERY CORPORATION OF AMERICA PENSION PLANTraditionalDB$55.6M6092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMITOMO MACHINERY CORPORATION OF AMERICA WELFARE BENEFITS PLANMixedANTHEM LIFE INSURANCE COMPANY$685K5912025
Retirement plans
Welfare plans
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