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Sponsor portfolio

ISUZU NORTH AMERICA CORPORATION

EIN 26-3678820-automotive-Latest filing 2025
Plans
3
Retirement
2
$228.8M assets
Welfare
1
$1.9M premiums
Participants
2,053
1400 SOUTH DOUGLASS ROAD, SUITE 100 - ANAHEIM, CA 92806714-935-9300isuzu.comLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#002401k-$145.1M - 718 part#001TraditionalDB-$83.7M - 723 part#502Fully Insured-$1.9M - 1,181 lives

Retirement portfolio analytics

2 plans aggregated / $228.8M assets / 1,441 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • ISUZU COMPANIES' Savings (#002)63%
  • COMPANIES' RETIREMENT PLAN (#001)37%
Total $228.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • T ROWE PRICE RPS INC63%
  • (Not disclosed)37%
Total $228.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANIES' RETIREMENT PLAN (#001)723
  • ISUZU COMPANIES' Savings (#002)718
Total 1,441Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.2M
  • Vision$904K
  • Health$845K
  • Prescription drug$845K
  • Other$562K
  • Life$522K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • NIPPON LIFE INSURANCE COMPANY OF AMERICA46%
  • SUN LIFE ASSURANCE COMPANY OF CANADA28%
  • DELTA DENTAL OF CALIFORNIA21%
  • AMERITAS LIFE INSURANCE CORP.3%
  • LEGALPLANS, USA1%
  • +2 more
Total $1.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • MERCER HEALTH AND BENEFITS, LLC56%
  • MST INSURANCE SOLUTIONS, INC.44%
Total $122K2 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

ISUZU COMPANIES' SAVINGS PLAN

401k

Assets$145.1M
Participants718
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE ISUZU COMPANIES' RETIREMENT PLAN

TraditionalDB

Assets$83.7M
Participants723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ISUZU NORTH AMERICA CORPORATION GROUP HEALTH PLAN

Fully Insured - NIPPON LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.9M
Covered lives1,181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ISUZU COMPANIES' SAVINGS PLAN401k$145.1M7182024
001THE ISUZU COMPANIES' RETIREMENT PLANTraditionalDB$83.7M7232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ISUZU NORTH AMERICA CORPORATION GROUP HEALTH PLANFully InsuredNIPPON LIFE INSURANCE COMPANY OF AMERICA$1.9M1,1812025
Retirement plans
Welfare plans
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