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  2. DIAGEO NORTH AMERICA, INC.
Sponsor portfolioTH

DIAGEO NORTH AMERICA, INC.

EIN 06-1067908-food production-Latest filing 2025
Plans
9
Retirement
6
$1.12B assets
Welfare
3
$15.0M premiums
Participants
12,911
3 WORLD TRADE CENTER, 175 GREENWICH STREET - NEW YORK, NY 10007212-202-1800LinkedIn5001-10000 employeesfood production
Plans on this EIN
9 filings
#002CashBalance-$529.9M - 4,189 part#001401k-$507.6M - 3,019 part#010TraditionalDB-$56.4M - 648 part#011401k-$16.3M - 689 part#008TraditionalDB-$7.9M - 168 part#009TraditionalDB-$5.0M - 163 part#501Fully Insured-$5.9M - 4,285 lives#502Fully Insured-$5.7M - 4,285 lives#512Mixed-$3.4M - 747 lives

Retirement portfolio analytics

6 plans aggregated / $1.12B assets / 8,876 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • CASH BALANCE PENSION (#002)47%
  • AMERICA, INC. Savings (#001)45%
  • AT PLAINFIELD, IL (#010)5%
  • FOR UNION EMPLOYEES (#011)1%
  • AND BENEFIT PLAN (#008)1%
  • +1 more
Total $1.12BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)4,189
  • AMERICA, INC. Savings (#001)3,019
  • FOR UNION EMPLOYEES (#011)689
  • AT PLAINFIELD, IL (#010)648
  • AND BENEFIT PLAN (#008)168
  • HOURLY RETIREMENT PLAN (#009)163
Total 8,876Click row to drill in

Benefits portfolio analytics

3 plans / $15.0M premiums / 9,317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Dental$3.7M
  • Life$3.2M
  • Short-term disability$3.2M
  • Long-term disability$2.4M
  • Other$1.3M
  • +1 more
Total $15.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
25%top
  • DELTA DENTAL OF CALIFORNIA25%
  • HARTFORD LIFE AND ACCIDENT23%
  • UNITEDHEALTHCARE INSURANCE COMPANY22%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • +3 more
Total $15.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • GCG FINANCIAL LLC0%
Total $415K2 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

DIAGEO NORTH AMERICA, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$529.9M
Participants4,189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DIAGEO NORTH AMERICA, INC. SAVINGS PLAN

401k

Assets$507.6M
Participants3,019
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

THE PENSION PLAN FOR HOURLY PAID EMPLOYEES OF DIAGEO NORTH AMERICA, INC. AT ITS PLANT AT PLAINFIELD, IL

TraditionalDB

Assets$56.4M
Participants648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

DIAGEO NORTH AMERICA, INC. 401K RETIREMENT SAVINGS PLAN FOR UNION EMPLOYEES

401k

Assets$16.3M
Participants689
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

SCHENLEY INDUSTRIES EMPLOYEES' RETIREMENT AND BENEFIT PLAN

TraditionalDB

Assets$7.9M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

STITZEL-WELLER HOURLY RETIREMENT PLAN

TraditionalDB

Assets$5.0M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DIAGEO NORTH AMERICA, INC. PLAN FOR SALARIED EMPLOYEES

Fully Insured - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$5.9M
Covered lives4,285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DIAGEO NORTH AMERICA, INC. PLAN FOR HOURLY EMPLOYEES

Fully Insured - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$5.7M
Covered lives4,285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

DIAGEO NORTH AMERICA, INC. RETIREE HEALTH PLAN

Mixed - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.

Premiums$3.4M
Covered lives747
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
002DIAGEO NORTH AMERICA, INC. CASH BALANCE PENSION PLANCashBalance$529.9M4,1892024
001DIAGEO NORTH AMERICA, INC. SAVINGS PLAN401k$507.6M3,0192025
010THE PENSION PLAN FOR HOURLY PAID EMPLOYEES OF DIAGEO NORTH AMERICA, INC. AT ITS PLANT AT PLAINFIELD, ILTraditionalDB$56.4M6482024
011DIAGEO NORTH AMERICA, INC. 401K RETIREMENT SAVINGS PLAN FOR UNION EMPLOYEES401k$16.3M6892025
008SCHENLEY INDUSTRIES EMPLOYEES' RETIREMENT AND BENEFIT PLANTraditionalDB$7.9M1682024
009STITZEL-WELLER HOURLY RETIREMENT PLANTraditionalDB$5.0M1632024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DIAGEO NORTH AMERICA, INC. PLAN FOR SALARIED EMPLOYEESFully InsuredDELTA DENTAL OF NEW JERSEY, INC.$5.9M4,2852025
502DIAGEO NORTH AMERICA, INC. PLAN FOR HOURLY EMPLOYEESFully InsuredDELTA DENTAL OF NEW JERSEY, INC.$5.7M4,2852025
512DIAGEO NORTH AMERICA, INC. RETIREE HEALTH PLANMixedSIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.$3.4M7472025
Retirement plans
Welfare plans
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