PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SIE HOLDINGS INC
Sponsor portfolio

SIE HOLDINGS INC

EIN 87-1317918-Latest filing 2025
Plans
2
Retirement
1
$28.2M assets
Welfare
1
$2.4M premiums
Participants
1,095
PO BOX 39110 - CHARLOTTE, NC 28278704-399-9700
Plans on this EIN
2 filings
#001401k-$28.2M - 586 part#502Fully Insured-$2.4M - 509 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 509 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.5M
  • Health$874K
  • Dental$874K
  • Vision$874K
  • Life$874K
  • Short-term disability$874K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SYMETRA LIFE INSURANCE COMPANY63%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA37%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • ALTERITY GROUP64%
  • NFP INSURANCE SERVICES INC36%
Total $106K2 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

SIE HOLDINGS, INC. 401(K) RETIREMENT PLAN

401k

Assets$28.2M
Participants586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SIE HOLDINGS INC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIE HOLDINGS, INC. 401(K) RETIREMENT PLAN401k$28.2M5862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SIE HOLDINGS INC HEALTH AND WELFARE BENEFIT PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$2.4M5092025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica