Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DONNELLEY FINANCIAL, LLC
EIN 13-2618477ManufacturingLatest filing 2024
Plans
4
Retirement
2
$704.0M assets
Welfare
2
$2.9M premiums
Participants
8,303
35 WEST WACKER DRIVE - CHICAGO, IL 60601844-866-4337
Retirement portfolio analytics
2 plans aggregated / $704.0M assets / 6,605 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.9M premiums / 1,850 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.1M
- Dental$1.1M
- Long-term disability$253K
- Other$245K
- Vision$202K
Carrier market share
Premium dollars by Schedule A carrier
39%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA39%
- DELTA DENTAL OF CALIFORNIA37%
- HARTFORD LIFE AND ACCIDENT9%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- EYEMED VISION CARE7%
- +1 more
Broker market share
Schedule A broker compensation
62%top
- MARSH & MCLENNAN AGENCY LLC62%
- STRATEGIC EMPLOYEE BENEFIT SERVICES37%
- IMG1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DONNELLEY FINANCIAL SAVINGS PLAN
401k
Assets$509.3M
Participants4,086
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DONNELLEY FINANCIAL PENSION PLAN
CashBalance
Assets$194.7M
Participants2,519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DONNELLEY FINANCIAL GROUP BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$2.9M
Covered lives1,850
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
DONNELLEY FINANCIAL FLEXIBLE BENEFITS PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DONNELLEY FINANCIAL SAVINGS PLAN | 401k | $509.3M | 4,086 | 2024 | |
| 002 | DONNELLEY FINANCIAL PENSION PLAN | CashBalance | $194.7M | 2,519 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DONNELLEY FINANCIAL GROUP BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2.9M | 1,850 | 2024 | |
| 502 | DONNELLEY FINANCIAL FLEXIBLE BENEFITS PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans