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  2. SOFIDEL AMERICA CORP.
Sponsor portfolio

SOFIDEL AMERICA CORP.

EIN 37-1700146-paper & forest products-Latest filing 2024
Plans
4
Retirement
3
$206.4M assets
Welfare
1
$2.9M premiums
Participants
5,606
300 WELSH ROAD BUILDING ONE, 2ND FL - HAINES CITY, FL 33844215-283-3880samatelna.esLinkedIn1001-5000 employeespaper & forest products
Plans on this EIN
4 filings
#002401k-$94.8M - 1,265 part#001401k-$63.1M - 2,111 part#003401k-$48.5M - 426 part#502Fully Insured-$2.9M - 3,180 lives

Retirement portfolio analytics

3 plans aggregated / $206.4M assets / 3,802 participants

Assets by plan

Share of aggregate retirement assets

46%top
  • SOFIDEL AMERICA 401(K) (#002)46%
  • AMERICA CORP. 401(K) (#001)31%
  • REPRESENTED EMPLOYEES 401(K) (#003)24%
Total $206.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA CORP. 401(K) (#001)2,111
  • SOFIDEL AMERICA 401(K) (#002)1,265
  • REPRESENTED EMPLOYEES 401(K) (#003)426
Total 3,802Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 3,180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Dental$681K
  • Health$211K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA64%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • RELIASTAR LIFE INSURANCE COMPANY6%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
  • FOUR EVER LIFE INSURANCE COMPANY1%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • CORPORATE SYNERGIES GROUP LLC93%
  • MERCER HEALTH AND BENEFITS, LLC7%
Total $364K2 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

SOFIDEL AMERICA 401(K) PLAN

401k

Assets$94.8M
Participants1,265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOFIDEL AMERICA CORP. 401(K) PLAN

401k

Assets$63.1M
Participants2,111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOFIDEL AMERICA REPRESENTED EMPLOYEES 401(K) PLAN

401k

Assets$48.5M
Participants426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SOFIDEL AMERICA CORP. WELFARE BENEFIT PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.9M
Covered lives3,180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002SOFIDEL AMERICA 401(K) PLAN401k$94.8M1,2652024
001SOFIDEL AMERICA CORP. 401(K) PLAN401k$63.1M2,1112024
003SOFIDEL AMERICA REPRESENTED EMPLOYEES 401(K) PLAN401k$48.5M4262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SOFIDEL AMERICA CORP. WELFARE BENEFIT PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$2.9M3,1802024
Retirement plans
Welfare plans
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