Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
C & J CLARK AMERICA, INC.
EIN 23-2051236Retail TradeLatest filing 2024
Plans
4
Retirement
3
$165.6M assets
Welfare
1
$550K premiums
Participants
3,516
140 KENDRICK ST, BUILDING C LEVEL 1 - NEEDHAM, MA 02494781-902-0390
Retirement portfolio analytics
3 plans aggregated / $165.6M assets / 2,691 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $550K premiums / 810 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$496K
- Long-term disability$496K
- Other$496K
- Vision$54K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- SUN LIFE ASSURANCE COMPANY OF CANADA90%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
C & J CLARK COMPANY PENSION PLAN
TraditionalDB
Assets$94.6M
Participants716
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLARKS AMERICAS, INC. SAVINGS PLAN
401k
Assets$70.4M
Participants1,950
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE CLARKS COMPANIES, NA 1165(E) PLAN
ProfitSharing
Assets$550K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
C AND J CLARK INC. GROUP WELFARE PLAN
Mixed - SUN LIFE ASSURANCE OF CANADA
Premiums$550K
Covered lives810
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C & J CLARK COMPANY PENSION PLAN | TraditionalDB | $94.6M | 716 | 2024 | |
| 002 | CLARKS AMERICAS, INC. SAVINGS PLAN | 401k | $70.4M | 1,950 | 2024 | |
| 003 | THE CLARKS COMPANIES, NA 1165(E) PLAN | ProfitSharing | $550K | 25 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C AND J CLARK INC. GROUP WELFARE PLAN | Mixed | SUN LIFE ASSURANCE OF CANADA | $550K | 810 | 2024 |
Retirement plans
Welfare plans