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  2. SAMTEC, INC.
Sponsor portfolioTH

SAMTEC, INC.

EIN 35-1399589-electrical/electronic manufacturing-Latest filing 2025
Plans
3
Retirement
1
$583.3M assets
Welfare
2
$2.0M premiums
Participants
4,687
P.O. BOX 1147 - NEW ALBANY, IN 471511147812-944-6733samtec.comLinkedIn5001-10000 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filings
#001401k-$583.3M - 2,645 part#502Mixed-$2.0M - 4,446 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.0M premiums / 4,446 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$1.8M
  • Life$1.4M
  • Long-term disability$1.4M
  • Other$550K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • ANTHEM LIFE INSURANCE COMPANY74%
  • RELIASTAR LIFE INSURANCE COMPANY19%
  • LEGALPLANS, USA4%
  • WAYNE CORPORATION3%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • USI INSURANCE SERVICES LLC86%
  • BENE RE LLC8%
  • ADP INC6%
Total $279K3 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

SAMTEC, INCORPORATED RETIREMENT PLAN

401k

Assets$583.3M
Participants2,645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SAMTEC, INC. GROUP HEALTH AND WELFARE PLAN

Mixed - ANTHEM LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives4,446
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SECTION 125 FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAMTEC, INCORPORATED RETIREMENT PLAN401k$583.3M2,6452024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SAMTEC, INC. GROUP HEALTH AND WELFARE PLANMixedANTHEM LIFE INSURANCE COMPANY$2.0M4,4462025
501SECTION 125 FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
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