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Sponsor portfolio

SHIMADZU PRECISION INSTRUMENTS, INC.

EIN 95-3340364-Latest filing 2025
Plans
3
Retirement
2
$28.9M assets
Welfare
1
$3.9M premiums
Participants
416
3645 N LAKEWOOD BLVD - LONG BEACH, CA 90808562-420-6226spi-inc.comLinkedIn51-200 employees
Plans on this EIN
3 filings
#001401k-$27.3M - 222 part#002401k-$1.6M - 9 part#501Fully Insured-$3.9M - 367 lives

Retirement portfolio analytics

2 plans aggregated / $28.9M assets / 231 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • INSTRUMENTS, INC. 401(K) (#001)94%
  • SERVICE, INC. 401(K) (#002)6%
Total $28.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTRUMENTS, INC. 401(K) (#001)222
  • SERVICE, INC. 401(K) (#002)9
Total 231Click row to drill in

Benefits portfolio analytics

1 plan / $3.9M premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Dental$192K
  • Other$180K
  • Life$170K
  • Short-term disability$170K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT4%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $3.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $156K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHIMADZU PRECISION INSTRUMENTS, INC. 401(K) PLAN

401k

Assets$27.3M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CALIFORNIA X-RAY IMAGING SERVICE, INC. 401(K) PLAN

401k

Assets$1.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHIMADZU PRECISION INSTRUMENTS, INC. GROUP BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.9M
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHIMADZU PRECISION INSTRUMENTS, INC. 401(K) PLAN401k$27.3M2222024
002CALIFORNIA X-RAY IMAGING SERVICE, INC. 401(K) PLAN401k$1.6M92024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHIMADZU PRECISION INSTRUMENTS, INC. GROUP BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.9M3672025
Retirement plans
Welfare plans
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