Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOGISTEC USA, INC.
EIN 62-1333756Latest filing 2025
Plans
5
Retirement
3
$35.2M assets
Welfare
2
$9.3M premiums
Participants
1,298
C/O BALTERM LLC, 2001 EAST MCCOMAS STREET - BALTIMORE, MD 21230860-444-1329
Retirement portfolio analytics
3 plans aggregated / $35.2M assets / 670 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $9.3M premiums / 1,455 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.3M
- Prescription drug$8.3M
- Vision$895K
- Life$895K
- Short-term disability$895K
- Long-term disability$895K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOGISTEC USA INC. 401(K) RETIREMENT PLAN
401k
Assets$22.1M
Participants475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TAMPA BANANA HANDLERS PENSION PLAN
TraditionalDB
Assets$12.8M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
LOGISTEC USA INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES OF LOCAL 1317 IN CLEVELAND, OH
401k
Assets$362K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LOGISTEC USA INC. WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$9.2M
Covered lives1,455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
TAMPA BANANA HANDLERS WELFARE PLAN
Mixed - MUTUAL OF OMAHA
Premiums$2K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOGISTEC USA INC. 401(K) RETIREMENT PLAN | 401k | $22.1M | 475 | 2024 | |
| 003 | TAMPA BANANA HANDLERS PENSION PLAN | TraditionalDB | $12.8M | 186 | 2024 | |
| 004 | LOGISTEC USA INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES OF LOCAL 1317 IN CLEVELAND, OH | 401k | $362K | 9 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LOGISTEC USA INC. WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $9.2M | 1,455 | 2025 | |
| 501 | TAMPA BANANA HANDLERS WELFARE PLAN | Mixed | MUTUAL OF OMAHA | $2K | 0 | 2024 |
Retirement plans
Welfare plans