Assets by plan
Share of aggregate retirement assets
- SAES SMA 401(K) (#003)$47.2M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $125.7M assets / 2,774 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $8.3M premiums / 2,851 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RESONETICS 401K PLAN | 401(k) | $78.5M | 2,055 | 2025 |
| #003 | SAES SMA 401(K) PLAN | 401(k) | $47.2M | 719 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | MEMRY CORPORATION HEALTH AND WELFARE WRAP PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $6.6M | 822 | 2024 |
| #501 | RESONETICS EMPLOYEE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.7M | 2,029 | 2025 |
| #505 | MEMRY CORP SEVERANCE BENEFITS PLAN | Self-funded | - | $0 | 0 | 2024 |