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  2. LEXMARK INTERNATIONAL, INC.
Sponsor portfolioTH

LEXMARK INTERNATIONAL, INC.

EIN 06-1308215-computer software-Latest filing 2024
Plans
4
Retirement
3
$1.54B assets
Welfare
1
$4.0M premiums
Participants
9,679
740 WEST NEW CIRCLE ROAD - LEXINGTON, KY 40550859-232-2000LinkedIn10001+ employeescomputer software
Plans on this EIN
4 filings
#002401k-$1.21B - 2,949 part#001CashBalance-$313.2M - 2,529 part#003CashBalance-$11.6M - 876 part#501Fully Insured-$4.0M - 5,655 lives

Retirement portfolio analytics

3 plans aggregated / $1.54B assets / 6,354 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • LEXMARK Savings (#002)79%
  • GROWTH ACCOUNT PLAN (#001)20%
  • ACCOUNT PLAN II (#003)1%
Total $1.54BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEXMARK Savings (#002)2,949
  • GROWTH ACCOUNT PLAN (#001)2,529
  • ACCOUNT PLAN II (#003)876
Total 6,354Click row to drill in

Benefits portfolio analytics

1 plan / $4.0M premiums / 5,655 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.1M
  • Other$1.2M
  • Life$1.1M
  • Long-term disability$435K
  • Health$323K
  • Vision$323K
Total $4.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • METROPOLITAN LIFE INSURANCE COMPANY28%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $4.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $55K1 slice

Plan deep-dives

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

LEXMARK SAVINGS PLAN

401k

Assets$1.21B
Participants2,949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEXMARK RETIREMENT GROWTH ACCOUNT PLAN

CashBalance

Assets$313.2M
Participants2,529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEXMARK RETIREMENT GROWTH ACCOUNT PLAN II

CashBalance

Assets$11.6M
Participants876
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEXMARK BENEFITS PROGRAM

Fully Insured - DELTA DENTAL OF KENTUCKY

Premiums$4.0M
Covered lives5,655
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002LEXMARK SAVINGS PLAN401k$1.21B2,9492024
001LEXMARK RETIREMENT GROWTH ACCOUNT PLANCashBalance$313.2M2,5292024
003LEXMARK RETIREMENT GROWTH ACCOUNT PLAN IICashBalance$11.6M8762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEXMARK BENEFITS PROGRAMFully InsuredDELTA DENTAL OF KENTUCKY$4.0M5,6552024
Retirement plans
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