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Sponsor portfolio

SUMITOMO (SHI) CRYOGENICS OF AMERICA, INC.

EIN 52-1503386-Latest filing 2025
Plans
3
Retirement
2
$16.7M assets
Welfare
1
$4.7M premiums
Participants
471
1833 VULTEE STREET - ALLENTOWN, PA 181034742610-791-6768
Plans on this EIN
3 filings
#001401k-$14.1M - 136 part#002401k-$2.7M - 45 part#501Fully Insured-$4.7M - 525 lives

Retirement portfolio analytics

2 plans aggregated / $16.7M assets / 181 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • AMERICA, INC. 401(K) (#001)84%
  • INC. UNION 401(K) (#002)16%
Total $16.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • ADP BROKER-DEALER84%
  • (Not disclosed)16%
Total $16.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA, INC. 401(K) (#001)136
  • INC. UNION 401(K) (#002)45
Total 181Click row to drill in

Benefits portfolio analytics

1 plan / $4.7M premiums / 525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Vision$4.2M
  • Prescription drug$4.2M
  • Dental$269K
  • Life$183K
  • Short-term disability$183K
  • +2 more
Total $4.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT4%
  • UNITED CONCORDIA INSURANCE COMPANY1%
Total $4.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • AMERICAN INSURANCE ADMINISTRATORS70%
  • PENTRA LLC28%
  • GCG FINANCIAL LLC1%
  • BROWN & BROWN INSURANCE SERVICES1%
  • ASSUREDPARTNERS0%
Total $135K5 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

SUMITOMO (SHI) CRYOGENICS OF AMERICA, INC. 401(K) PLAN

401k

Assets$14.1M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUMITOMO (SHI) CRYOGENICS OF AMERICA, INC. UNION 401(K) PLAN

401k

Assets$2.7M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMITOMO (SHI) CRYOGENICS OF AMERICA, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$4.7M
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUMITOMO (SHI) CRYOGENICS OF AMERICA, INC. 401(K) PLAN401k$14.1M1362024
002SUMITOMO (SHI) CRYOGENICS OF AMERICA, INC. UNION 401(K) PLAN401k$2.7M452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMITOMO (SHI) CRYOGENICS OF AMERICA, INC. EMPLOYEE BENEFIT PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$4.7M5252025
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