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  2. FORMEL D USA, INC.
Sponsor portfolio

FORMEL D USA, INC.

EIN 98-0425677-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$1.3M premiums
Participants
502
3 RESEARCH DR STE 110 - GREENVILLE, SC 29607864-867-9131
Plans on this EIN
2 filings
#002401k-$3.4M - 276 part#501Fully Insured-$1.3M - 244 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$118K
  • Dental$106K
  • Vision$106K
  • Life$97K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • STARMOUNT LIFE INSURANCE COMPANY8%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • GROUP BENEFIT STRATEGIES LLC-0%
Total $75K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FORMEL D USA, INC 401(K) PROFIT SHARING PLAN

401k

Assets$3.4M
Participants276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORMEL D USA, INC WRAP PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINA

Premiums$1.3M
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FORMEL D USA, INC 401(K) PROFIT SHARING PLAN401k$3.4M2762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORMEL D USA, INC WRAP PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINA$1.3M2442025
Retirement plans
Welfare plans
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