Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SGL CARBON, LLC
EIN 13-0796973ManufacturingLatest filing 2024
Plans
4
Retirement
2
$174.9M assets
Welfare
2
$843K premiums
Participants
3,051
10715 DAVID TAYLOR DRIVE, SUITE 460 - CHARLOTTE, NC 28262704-593-5100
Retirement portfolio analytics
2 plans aggregated / $174.9M assets / 1,975 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $843K premiums / 1,547 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$362K
- Life$345K
- Vision$155K
- Long-term disability$125K
- Health$113K
- Prescription drug$105K
Carrier market share
Premium dollars by Schedule A carrier
56%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY56%
- UNITED HEALTHCARE INSURANCE COMPANY26%
- EYEMED VISION CARE18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#190
SGL CARBON, LLC RETIREMENT AND SAVINGS PLAN
401k
Assets$113.0M
Participants1,316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#182
SGL GROUP US RETIREMENT PLAN
TraditionalDB
Assets$62.0M
Participants659
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
SGL CARBON, LLC AND SUBSIDIARIES HEALTH AND WELFARE PLAN FOR EMPLOYEES
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$529K
Covered lives1,251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
SGL CARBON, LLC AND SUBSIDIARIES HEALTH AND WELFARE PLAN FOR RETIREES
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$315K
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 190 | SGL CARBON, LLC RETIREMENT AND SAVINGS PLAN | 401k | $113.0M | 1,316 | 2024 | |
| 182 | SGL GROUP US RETIREMENT PLAN | TraditionalDB | $62.0M | 659 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | SGL CARBON, LLC AND SUBSIDIARIES HEALTH AND WELFARE PLAN FOR EMPLOYEES | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $529K | 1,251 | 2024 | |
| 516 | SGL CARBON, LLC AND SUBSIDIARIES HEALTH AND WELFARE PLAN FOR RETIREES | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $315K | 296 | 2024 |
Retirement plans
Welfare plans