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Sponsor portfolioTH

SUN AUTOMATION INC.

EIN 52-1394629-machinery-Latest filing 2025
Plans
3
Retirement
2
$73.1M assets
Welfare
1
$2.5M premiums
Participants
636
12201 LONG GREEN PIKE - GLEN ARM, MD 21057410-472-2900sunautomation.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#002ESOP-$56.9M - 209 part#001401k-$16.2M - 161 part#506Fully Insured-$2.5M - 265 lives

Retirement portfolio analytics

2 plans aggregated / $73.1M assets / 370 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • EMPLOYEE STOCK OWNERSHIP (#002)78%
  • AUTOMATION INC. 401(K) (#001)22%
Total $73.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)209
  • AUTOMATION INC. 401(K) (#001)161
Total 370Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Vision$2.6M
  • Other$243K
  • Life$217K
  • Short-term disability$206K
  • Long-term disability$206K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • STANDARD INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • AETNA LIFE INSURANCE COMPANY0%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • REUBEN WARNER ASSOCIATES, INC.82%
  • MARSH & MCLENNAN AGENCY LLC18%
Total $138K2 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

SUN AUTOMATION INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$56.9M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SUN AUTOMATION INC. 401(K) PLAN

401k

Assets$16.2M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

SUN AUTOMATION INC. WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUN AUTOMATION INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$56.9M2092024
001SUN AUTOMATION INC. 401(K) PLAN401k$16.2M1612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506SUN AUTOMATION INC. WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M2652025
Retirement plans
Welfare plans
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