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Sponsor portfolio

SUNGROW USA CORPORATION

EIN 46-5283393-Latest filing 2025
Plans
4
Retirement
1
$6.8M assets
Welfare
3
$5.6M premiums
Participants
713
3200 PARK CENTER DRIVE, SUITE 850 - COSTA MESA, CA 92626949-346-4787
Plans on this EIN
4 filings
#001401k-$6.8M - 258 part#501Fully Insured-$5.3M - 568 lives#502Fully Insured-$233K - 192 lives#503Fully Insured-$72K - 207 lives

Benefits portfolio analytics

3 plans / $5.6M premiums / 967 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Prescription drug$4.8M
  • Dental$511K
  • Vision$511K
  • Life$511K
  • Short-term disability$511K
  • +2 more
Total $5.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
Total $5.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • GALLAGHER BENEFIT SERVICES, INC.74%
  • CLAREMONT BUSINESS GROUP26%
Total $369K2 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

SUNGROW USA CORPORATION 401(K) PLAN

401k

Assets$6.8M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNGROW USA CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.3M
Covered lives568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SUNGROW USA CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - DELTA

Premiums$233K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SUNGROW USA CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$72K
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUNGROW USA CORPORATION 401(K) PLAN401k$6.8M2582024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNGROW USA CORPORATION HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.3M5682025
502SUNGROW USA CORPORATION HEALTH AND WELFARE PLANFully InsuredDELTA$233K1922024
503SUNGROW USA CORPORATION HEALTH AND WELFARE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$72K2072024
Retirement plans
Welfare plans
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