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Sponsor portfolio

SAM S. SMUCKER & SONS, INC.

EIN 23-1984058-construction-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$157K premiums
Participants
73
543 STRASBURG PIKE - LANCASTER, PA 17602717-687-4350sssmucker.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$1.1M - 39 part#502Mixed-$157K - 34 lives

Benefits portfolio analytics

1 plan / $157K premiums / 34 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$120K
  • Dental$37K
  • Vision$37K
  • Life$37K
  • Short-term disability$37K
  • Long-term disability$37K
  • +1 more
Total $157K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • HM LIFE INSURANCE COMPANY77%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA23%
Total $157K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GIS BENEFITS INC100%
Total $2K1 slice

Plan deep-dives

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

SAM S. SMUCKER & SONS, INC. PROFIT 401(K) PLAN

401k

Assets$1.1M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SAM S. SMUCKER & SONS, INC. EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$157K
Covered lives34
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAM S. SMUCKER & SONS, INC. PROFIT 401(K) PLAN401k$1.1M392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SAM S. SMUCKER & SONS, INC. EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$157K342025
Retirement plans
Welfare plans
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