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  2. HAAS AUTOMATION, INC.
Sponsor portfolio

HAAS AUTOMATION, INC.

EIN 95-3883244-machinery-Latest filing 2024
Plans
2
Retirement
1
$356.1M assets
Welfare
1
$2.0M premiums
Participants
3,382
2800 STURGIS ROAD - OXNARD, CA 93030805-278-1800haascnc.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
2 filings
#001401k-$356.1M - 1,777 part#502Fully Insured-$2.0M - 1,605 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.0M
  • Life$533K
  • Vision$226K
  • Long-term disability$199K
  • Other$170K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA88%
  • ANTHEM LIFE INSURANCE COMPANY11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN AND BROWN OF FLORIDA, INC.100%
  • ORION BUSINESS INSURANCE0%
Total $63K2 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

HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN

401k

Assets$356.1M
Participants1,777
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HAAS AUTOMATION CAFETERIA PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.0M
Covered lives1,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN401k$356.1M1,7772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HAAS AUTOMATION CAFETERIA PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$2.0M1,6052024
Retirement plans
Welfare plans
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