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Sponsor portfolio

SOMFY SYSTEMS, INC.

EIN 22-2182262-machinery-Latest filing 2025
Plans
3
Retirement
2
$54.7M assets
Welfare
1
$4.7M premiums
Participants
382
121 HERROD BLVD. - DAYTON, NJ 08810609-395-1300LinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#002401k-$40.9M - 183 part#001TraditionalDB-$13.8M - 67 part#501Fully Insured-$4.7M - 145 lives

Retirement portfolio analytics

2 plans aggregated / $54.7M assets / 250 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PROFIT SHARING PLAN (#002)75%
  • EMPLOYEES RETIREMENT PLAN (#001)25%
Total $54.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)183
  • EMPLOYEES RETIREMENT PLAN (#001)67
Total 250Click row to drill in

Benefits portfolio analytics

1 plan / $4.7M premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Other$373K
  • Dental$367K
  • Vision$367K
  • Life$367K
  • Short-term disability$367K
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $4.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
32%top
  • GALLAGHER BENEFIT SERVICES, INC.32%
  • JAMES P LESTRANGE23%
  • PATRICK MORRIS23%
  • DONALD C SAVOY INC21%
Total $237K4 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

SOMFY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN

401k

Assets$40.9M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOMFY SYSTEMS, INC. EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$13.8M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOMFY SYSTEMS, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.7M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOMFY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN401k$40.9M1832024
001SOMFY SYSTEMS, INC. EMPLOYEES RETIREMENT PLANTraditionalDB$13.8M672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOMFY SYSTEMS, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.7M1452025
Retirement plans
Welfare plans
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