PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. U.S. Tsubaki Holdings, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

U.S. Tsubaki Holdings, Inc.

EIN 36-2721807-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$165.7M assets
Health & Benefits
1
$1.3M premiums
Participants
2,477
301 E. MARQUARDT DRIVE - WHEELING, IL 60090847-459-9500
Plans on this EIN
3 filings
#002401(k)-$129.1M - 932 part#003401(k)-$36.6M - 422 part#512Mixed-$1.3M - 1,209 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $165.7M assets / 1,354 participants

Assets by plan

Share of aggregate retirement assets

  • INC. RETIREMENT PLAN (#002)$129.1M
  • HOURLY RETIREMENT PLAN (#003)$36.6M
Total $165.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$165.7M
Total $165.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)932
  • HOURLY RETIREMENT PLAN (#003)422
Total 1,354Select a row to open it

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$606K
  • Life$590K
  • Other$590K
  • Long-term disability$271K
  • Vision$79K
  • Short-term disability$3K
Total $1.3M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

U.S. TSUBAKI HOLDINGS, INC. RETIREMENT PLAN

401(k)

Assets$129.1M
Participants932
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

U.S. TSUBAKI HOLDINGS, INC. COLLECTIVELY BARGAINED AND HOURLY RETIREMENT PLAN

401(k)

Assets$36.6M
Participants422
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#512

US TSUBAKI HOLDINGS, INC. HEALTH & WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,209
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002U.S. TSUBAKI HOLDINGS, INC. RETIREMENT PLAN401(k)$129.1M9322025
#003U.S. TSUBAKI HOLDINGS, INC. COLLECTIVELY BARGAINED AND HOURLY RETIREMENT PLAN401(k)$36.6M4222025
  • U.S. TSUBAKI HOLDINGS, INC. RETIREMENT PLAN$129.1M
    #002 · 401(k) · 2025932
  • U.S. TSUBAKI HOLDINGS, INC. COLLECTIVELY BARGAINED AND HOURLY RETIREMENT PLAN$36.6M
    #003 · 401(k) · 2025422

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#512US TSUBAKI HOLDINGS, INC. HEALTH & WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY$1.3M1,2092025
  • US TSUBAKI HOLDINGS, INC. HEALTH & WELFARE BENEFITS PLAN$1.3M
    #512 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY · 20251,209
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica