Form 5500 · Employee benefit plan · NEW YORK, NY
SUMITOMO ELECTRIC U.S.A. HOLDINGS, INC.
The filing calls this plan SUMITOMO ELECTRIC GROUP HEALTH AND WELFARE PLAN.
SUMITOMO ELECTRIC U.S.A. HOLDINGS, INC. of NEW YORK, NY insures vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MERCER HEALTH AND BENEFITS ADMIN. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1646307 · plan 502 · plan year 2025, filed Jul 7, 2026
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3,536 other employer plans in New York have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
3 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 24 insured contracts covering vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 2,325 people.
The filing declares vision, life, disability, health and dental. Health and dental appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 3 contracts here that do not say what they cover.
Reported premium across the insured contracts is $1,399,342, with $117,096 in disclosed broker commissions — about 8.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MERCER HEALTH AND BENEFITS ADMIN is the broker of record on 2 of the 24 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | — | 470 | Jan 1, 2026 | $139,821 | $33,244 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 2,325 | Jan 1, 2026 | $329,532 | $21,515 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 554 | Jan 1, 2026 | $75,575 | $14,800 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 931 | Jan 1, 2026 | $59,834 | $9,176 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 3,055 | Jan 1, 2026 | $157,852 | $7,878 |
| VISION SERVICE PLAN | Vision | 740 | Jan 1, 2026 | $99,326 | $4,963 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 37 | Apr 1, 2025 | $31,910 | $3,794 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 1,068 | Jan 1, 2026 | $55,971 | $2,795 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 130 | Jan 1, 2026 | $26,990 | $2,722 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 167 | Jan 1, 2026 | $32,104 | $2,642 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 183 | Jan 1, 2026 | $48,218 | $2,311 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 70 | Jan 1, 2026 | $57,578 | $2,240 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 41 | May 1, 2025 | $40,401 | $2,020 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 337 | Jan 1, 2026 | $17,938 | $1,788 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 237 | Jan 1, 2026 | $47,622 | $1,565 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 120 | Jan 1, 2026 | $22,478 | $1,383 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 161 | Jan 1, 2026 | $23,658 | $1,178 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 46 | Jan 1, 2026 | $8,882 | $444 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 33 | Jan 1, 2026 | $7,603 | $249 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 5 | Apr 1, 2025 | $3,492 | $180 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 31 | Jan 1, 2026 | $10,025 | $163 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 3 | Jan 1, 2026 | $752 | $37 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 4 | Jan 1, 2026 | $1,756 | $9 |
| ANTHEM HEALTH PLANS OF KENTUCKY, INC. | — | 3,500 | Jan 1, 2026 | $100,024 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
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