Assets by plan
Share of aggregate retirement assets
Filings through .
Sofidel America Corp.
EIN 37-1700146paper & forest productsLatest filing 2025
Plans
4
Retirement
3
$242.9M assets
Health & Benefits
1
$5.2M premiums
Participants
11,309
300 WELSH RD. BUILDING 1, SUITE 200 - HAINES CITY, FL 33844215-283-3880samatelna.esLinkedIn1001-5000 employeespaper & forest products
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $242.9M assets / 7,360 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.2M premiums / 5,900 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.6M
- Long-term disability$2.6M
- Other$1.8M
- Dental$1.8M
- Short-term disability$1.5M
- Vision$405K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SOFIDEL AMERICA 401(K) PLAN
401(k)
Assets$110.4M
Participants3,826
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SOFIDEL AMERICA CORP. 401(K) PLAN
401(k)
Assets$73.5M
Participants3,081
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SOFIDEL AMERICA REPRESENTED EMPLOYEES 401(K) PLAN
401(k)
Assets$59.0M
Participants453
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SOFIDEL AMERICA CORP. WELFARE BENEFIT PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$5.2M
Covered lives5,900
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOFIDEL AMERICA 401(K) PLAN | 401(k) | $110.4M | 3,826 | 2025 |
| #001 | SOFIDEL AMERICA CORP. 401(K) PLAN | 401(k) | $73.5M | 3,081 | 2025 |
| #003 | SOFIDEL AMERICA REPRESENTED EMPLOYEES 401(K) PLAN | 401(k) | $59.0M | 453 | 2025 |
- SOFIDEL AMERICA 401(K) PLAN$110.4M#002 · 401(k) · 20253,826
- #001 · 401(k) · 20253,081
- #003 · 401(k) · 2025453
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SOFIDEL AMERICA CORP. WELFARE BENEFIT PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $5.2M | 5,900 | 2025 |
- #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 20255,900
Retirement plans
Health & Benefits plans