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Sponsor portfolio

THE SUTER COMPANY, INC.

EIN 36-2319132-Latest filing 2025
Plans
4
Retirement
2
$74.7M assets
Welfare
2
$4.2M premiums
Participants
1,170
1015 BETHANY RD. - SYCAMORE, IL 60178815-895-9186
Plans on this EIN
4 filings
#002ESOP-$57.8M - 322 part#001401k-$17.0M - 416 part#501Fully Insured-$4.2M - 500 lives#502Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $74.7M assets / 738 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEE STOCK OWNERSHIP (#002)77%
  • & RETIREMENT PLAN (#001)23%
Total $74.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • (Not disclosed)77%
  • AMERICAN UNITED LIFE INSURANCE CO23%
Total $74.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#001)416
  • EMPLOYEE STOCK OWNERSHIP (#002)322
Total 738Click row to drill in

Benefits portfolio analytics

2 plans / $4.2M premiums / 500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$4.0M
  • Vision$202K
  • Life$202K
  • Short-term disability$202K
  • Long-term disability$202K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • DEARBORN LIFE INSURANCE COMPANY5%
Total $4.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
  • WATCHTOWER BENEFITS, LLC0%
Total $150K2 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

THE SUTER COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$57.8M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE SUTER COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN

401k

Assets$17.0M
Participants416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SUTER COMPANY, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.2M
Covered lives500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE SUTER COMPANY SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLAN

Unknown

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE SUTER COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$57.8M3222024
001THE SUTER COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN401k$17.0M4162024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SUTER COMPANY, INC. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.2M5002025
502THE SUTER COMPANY SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLANUnknown-$002025
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