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Sponsor portfolio

MARELLI NORTH AMERICA, INC.

EIN 62-1151687-Latest filing 2025
Plans
3
Retirement
2
$278.8M assets
Welfare
1
$3.5M premiums
Participants
7,094
1 CALSONIC WAY - SHELBYVILLE, TN 37160248-790-0024
Plans on this EIN
3 filings
#003401k-$218.5M - 3,250 part#001TraditionalDB-$60.3M - 1,644 part#501Mixed-$3.5M - 2,926 lives

Retirement portfolio analytics

2 plans aggregated / $278.8M assets / 4,894 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • 401(K) RETIREMENT PLAN (#003)78%
  • DEFINED BENEFIT PLAN (#001)22%
Total $278.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)3,250
  • DEFINED BENEFIT PLAN (#001)1,644
Total 4,894Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 2,926 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$2.4M
  • Long-term disability$2.4M
  • Dental$935K
  • Vision$178K
Total $3.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • METROPOLITAN LIFE INSURANCE COMPANY68%
  • DELTA DENTAL OF CALIFORNIA26%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA5%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • LOCKTON COMPANIES, LLC74%
  • PLANSOURCE BENEFITS ADMINISTRATION24%
  • COTTINGHAM & BUTLER1%
Total $390K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN

401k

Assets$218.5M
Participants3,250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARELLI NORTH AMERICA, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$60.3M
Participants1,644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARELLI NORTH AMERICA, INC. EMPLOYEE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives2,926
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN401k$218.5M3,2502024
001MARELLI NORTH AMERICA, INC. DEFINED BENEFIT PLANTraditionalDB$60.3M1,6442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARELLI NORTH AMERICA, INC. EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.5M2,9262025
Retirement plans
Welfare plans
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