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Sponsor portfolio

SUTPHEN CORPORATION

EIN 31-0671786-public safety-Latest filing 2025
Plans
3
Retirement
2
$15.2M assets
Welfare
1
$2.0M premiums
Participants
913
6450 EITERMAN ROAD - DUBLIN, OH 43016614-889-1005sutphen.comLinkedIn201-500 employeespublic safety
Plans on this EIN
3 filings
#001401k-$11.7M - 352 part#004401k-$3.5M - 187 part#501Mixed-$2.0M - 864 lives

Retirement portfolio analytics

2 plans aggregated / $15.2M assets / 539 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN & TRUST (#001)77%
  • LOCAL 284 401(K) (#004)23%
Total $15.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • (Not disclosed)77%
  • CREATIVE RETIREMENT SYSTEMS, INC.23%
Total $15.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)352
  • LOCAL 284 401(K) (#004)187
Total 539Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 864 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Life$401K
  • Short-term disability$401K
  • Long-term disability$401K
  • Other$401K
  • Dental$203K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNITEDHEALTHCARE INSURANCE COMPANY68%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA20%
  • DELTA DENTAL OF CALIFORNIA10%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • WATCHTOWER BENEFITS, LLC63%
  • MARSH & MCLENNAN AGENCY LLC37%
Total $10K2 slices

Plan deep-dives

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

THE SUTPHEN CORP. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$11.7M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SUTPHEN CORP. MEMBERS OF TEAMSTERS LOCAL 284 401(K) PLAN

401k

Assets$3.5M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUTPHEN CORPORATION HEALTH AND WELFARE PLAN

Mixed - UNITED HEALTHCARE

Premiums$2.0M
Covered lives864
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE SUTPHEN CORP. 401(K) PROFIT SHARING PLAN & TRUST401k$11.7M3522024
004SUTPHEN CORP. MEMBERS OF TEAMSTERS LOCAL 284 401(K) PLAN401k$3.5M1872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUTPHEN CORPORATION HEALTH AND WELFARE PLANMixedUNITED HEALTHCARE$2.0M8642024
Retirement plans
Welfare plans
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