PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SUMITOMO MITSUI TRUST BANK LIMITED

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 13-2692528

SUMITOMO MITSUI TRUST BANK LIMITED

1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020
2123260747
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$12.6M
No prior year
Persons covered
1,025
No prior year
Total participants
487
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$12.6M
SUMITOMO MITSUI TRUST BANK GROUP HEALTH PLAN
Fully insured1,025 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$11.2M30.6%
Vision$11.2M30.6%
Prescription drug$11.2M30.6%
Dental$806K2.2%
Other$586K1.6%
Life$544K1.5%
Short-term disability$544K1.5%
Long-term disability$544K1.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxV
$11.2M89.0%111,025
NIPPON LIFE INSURANCE COMPANY OF AMERICA
EIN 042509896
D
$806K6.4%11663
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$544K4.3%11483
AFLAC
EIN 520807803
Oth
$40K0.3%1232
HARTFORD LIFE AND ACCIDENT
EIN 060383750
Oth
$1K0.0%11483

Broker overview

12 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCNEW YORK, NYUNITEDHEALTHCARE INSURANCE COMPANY, HARTFORD FIRE INSURANCE COMPANY, NIPPON LIFE INSURANCE COMPANY OF AMERICA, PRUDENTIAL INSURANCE COMPANY OF AMERICA, AFLAC$244K$13K$257K94.7%1
ASSUREDPARTNERSELMWOOD PARK, NJPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$6K$6K2.1%1
DANA M CRUZNEW YORK, NYAFLAC$3K$191$3K1.1%1
MARSH & MCLENNAN AGENCY LLCNEW YORK, NYNIPPON LIFE INSURANCE COMPANY OF AMERICA, PRUDENTIAL INSURANCE COMPANY OF AMERICA$12$1K$1K0.5%1
WILFRED COGERNEW YORK, NYAFLAC$1K$0$1K0.5%1
SPHEREC GROUP LLCBROOKLYN, NYAFLAC$656$15$6710.2%1
ROBERT TABAN DONATONEW YORK, NYAFLAC$579$7$5860.2%1
SHAUN T KONIORFORT LAUDERDALE, FLAFLAC$480$22$5020.2%1
MERCER HEALTH AND BENEFITS, LLCNEW YORK, NYHARTFORD FIRE INSURANCE COMPANY$368$0$3680.1%1
MJ INSURANCEBOCA RATON, FLAFLAC$331$0$3310.1%1
ANTHONY S ALMODOVARMELVILLE, NYAFLAC$154$0$1540.1%1
KEITH LEPACKNEW YORK, NYAFLAC$72$0$720.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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