Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BIRLA CARBON USA
EIN 13-3230278ManufacturingLatest filing 2025
Plans
3
Retirement
2
$74.0M assets
Welfare
1
$1.2M premiums
Participants
969
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $74.0M assets / 627 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
75%top
- MERRILL LYNCH PIERCE FENNER & SMITH75%
- (Not disclosed)25%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 753 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$858K
- Life$229K
- Long-term disability$59K
- Health$52K
- Other$13K
- Short-term disability$11K
Carrier market share
Premium dollars by Schedule A carrier
70%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
70%top
- BOLLINGER INC70%
- GALLAGHER BENEFIT SERVICES, INC.30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
BIRLA CARBON USA EMPLOYEES SAVINGS PLAN
401k
Assets$55.5M
Participants442
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#070
PENSION PLAN FOR BIRLA CARBON USA
TraditionalDB
Assets$18.5M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#527
BIRLA CARBON HEALTH & WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$1.2M
Covered lives753
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | BIRLA CARBON USA EMPLOYEES SAVINGS PLAN | 401k | $55.5M | 442 | 2024 | |
| 070 | PENSION PLAN FOR BIRLA CARBON USA | TraditionalDB | $18.5M | 185 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 527 | BIRLA CARBON HEALTH & WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $1.2M | 753 | 2025 |
Retirement plans
Welfare plans