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  1. Companies/
  2. Sun Automation Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Sun Automation Inc.

EIN 52-1394629-machinery-Latest filing 2025
Plans
3
Retirement
2
$86.8M assets
Health & Benefits
1
$2.5M premiums
Participants
648
12201 LONG GREEN PIKE - GLEN ARM, MD 21057410-472-2900sunautomation.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#002ESOP-$66.6M - 195 part#001401(k)-$20.2M - 187 part#506Fully insured-$2.5M - 265 lives

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

Retirement portfolio analytics

2 plans aggregated / $86.8M assets / 382 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$66.6M
  • AUTOMATION INC. 401(K) (#001)$20.2M
Total $86.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)195
  • AUTOMATION INC. 401(K) (#001)187
Total 382Select a row to open it

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
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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

SUN AUTOMATION INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$66.6M
Participants195
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SUN AUTOMATION INC. 401(K) PLAN

401(k)

Assets$20.2M
Participants187
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

SUN AUTOMATION INC. WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives265
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SUN AUTOMATION INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$66.6M1952025
#001SUN AUTOMATION INC. 401(K) PLAN401(k)$20.2M1872025
  • SUN AUTOMATION INC. EMPLOYEE STOCK OWNERSHIP PLAN$66.6M
    #002 · ESOP · 2025195
  • SUN AUTOMATION INC. 401(K) PLAN$20.2M
    #001 · 401(k) · 2025187

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506SUN AUTOMATION INC. WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M2652025
  • SUN AUTOMATION INC. WELFARE PLAN$2.5M
    #506 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025265
Retirement plans
Health & Benefits plans

On this page

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