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Sponsor portfolio

POLLARD (U.S.) LTD

EIN 22-2333711-Manufacturing-Latest filing 2025
Plans
5
Retirement
4
$55.8M assets
Welfare
1
$198K premiums
Participants
2,032
775 JAMES L HART PARKWAY - YPSILANTI, MI 48197734-484-6937
Plans on this EIN
5 filings
#002401k-$41.6M - 1,092 part#001TraditionalDB-$7.7M - 275 part#006TraditionalDB-$3.4M - 89 part#003401k-$3.1M - 178 part#501Mixed-$198K - 533 lives

Retirement portfolio analytics

4 plans aggregated / $55.8M assets / 1,634 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • (U.S.) LTD 401(K) (#002)75%
  • SERVICE RELATED PENSION (#001)14%
  • RETIREMENT INCOME PLAN (#006)6%
  • LTD. UNION 401(K) (#003)6%
Total $55.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • (U.S.) LTD 401(K) (#002)1,092
  • SERVICE RELATED PENSION (#001)275
  • LTD. UNION 401(K) (#003)178
  • RETIREMENT INCOME PLAN (#006)89
Total 1,634Click row to drill in

Benefits portfolio analytics

1 plan / $198K premiums / 533 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$198K
  • Long-term disability$198K
  • Other$198K
Total $198K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $198K1 slice

Broker market share

Schedule A broker compensation

Split broker
61%top
  • PM GROUP BENEFIT ADVISORS II, LLC61%
  • JAMES R NELLIGAN & ASSOCIATES LLC39%
Total $26K2 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

POLLARD (U.S.) LTD 401(K) PLAN

401k

Assets$41.6M
Participants1,092
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

POLLARD (U.S.) LTD. SERVICE RELATED PENSION PLAN

TraditionalDB

Assets$7.7M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN

TraditionalDB

Assets$3.4M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

POLLARD (U.S.) LTD. UNION 401(K) PLAN

401k

Assets$3.1M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POLLARD BANKNOTE WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$198K
Covered lives533
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002POLLARD (U.S.) LTD 401(K) PLAN401k$41.6M1,0922024
001POLLARD (U.S.) LTD. SERVICE RELATED PENSION PLANTraditionalDB$7.7M2752024
006POLLARD (U.S.) LTD. RETIREMENT INCOME PLANTraditionalDB$3.4M892024
003POLLARD (U.S.) LTD. UNION 401(K) PLAN401k$3.1M1782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POLLARD BANKNOTE WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$198K5332025
Retirement plans
Welfare plans
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