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Sponsor portfolio

SAERTEX USA, LLC

EIN 56-2223993-textiles-Latest filing 2025
Plans
3
Retirement
1
$7.6M assets
Welfare
2
$2.0M premiums
Participants
586
12200 MT. HOLLY-HUNTERSVILLE ROAD - HUNTERSVILLE, NC 28078704-584-4054LinkedIn51-200 employeestextiles
Plans on this EIN
3 filings
#001401k-$7.6M - 189 part#501Fully Insured-$1.9M - 270 lives#503Fully Insured-$118K - 238 lives

Benefits portfolio analytics

2 plans / $2.0M premiums / 508 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Health$1.9M
  • Dental$1.9M
  • Vision$1.9M
  • Prescription drug$1.9M
  • Life$118K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • NFP INSURANCE SERVICES INC77%
  • BRANDON PENKO23%
Total $17K2 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

SAERTEX RETIREMENT PLAN

401k

Assets$7.6M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAERTEX USA, LLC MEDICAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$1.9M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SAERTEX USA, LLC LIFE INSURANCE AND DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$118K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAERTEX RETIREMENT PLAN401k$7.6M1892024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAERTEX USA, LLC MEDICAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$1.9M2702025
503SAERTEX USA, LLC LIFE INSURANCE AND DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$118K2382025
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