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  2. UNITED STATES SUGAR CORPORATION
Sponsor portfolioTH

UNITED STATES SUGAR CORPORATION

EIN 59-0490750-Manufacturing-Latest filing 2024
Plans
4
Retirement
3
$363.8M assets
Welfare
1
$1.4M premiums
Participants
7,519
111 PONCE DE LEON AVE - CLEWISTON, FL 33440863-902-2128
Plans on this EIN
4 filings
#009ESOP-$281.8M - 2,660 part#003401k-$52.1M - 1,586 part#002TraditionalDB-$30.0M - 1,353 part#513Mixed-$1.4M - 2,575 lives

Retirement portfolio analytics

3 plans aggregated / $363.8M assets / 5,599 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • ESOP OWNERSHIP PLAN (#009)77%
  • CORPORATION 401(K) Savings (#003)14%
  • RETIREMENT INCOME PLAN (#002)8%
Total $363.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • (Not disclosed)86%
  • JPMORGAN INVEST HOLDINGS LLC14%
Total $363.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ESOP OWNERSHIP PLAN (#009)2,660
  • CORPORATION 401(K) Savings (#003)1,586
  • RETIREMENT INCOME PLAN (#002)1,353
Total 5,599Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 2,575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$907K
  • Life$601K
  • Long-term disability$308K
  • Vision$177K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • METROPOLITAN LIFE INSURANCE COMPANY65%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA22%
  • EYEMED VISION CARE13%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $49K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#009

UNITED STATES SUGAR CORPORATION - ESOP OWNERSHIP PLAN

ESOP

Assets$281.8M
Participants2,660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UNITED STATES SUGAR CORPORATION 401(K) SAVINGS PLAN

401k

Assets$52.1M
Participants1,586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNITED STATES SUGAR CORP - RIP RETIREMENT INCOME PLAN

TraditionalDB

Assets$30.0M
Participants1,353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

UNITED STATES SUGAR CORPORATION HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives2,575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
009UNITED STATES SUGAR CORPORATION - ESOP OWNERSHIP PLANESOP$281.8M2,6602024
003UNITED STATES SUGAR CORPORATION 401(K) SAVINGS PLAN401k$52.1M1,5862024
002UNITED STATES SUGAR CORP - RIP RETIREMENT INCOME PLANTraditionalDB$30.0M1,3532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
513UNITED STATES SUGAR CORPORATION HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.4M2,5752024
Retirement plans
Welfare plans
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