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  2. AHLSTROM-MUNKSJO USA INC.
Sponsor portfolio

AHLSTROM-MUNKSJO USA INC.

EIN 13-3509370-paper & forest products-Latest filing 2025
Plans
3
Retirement
2
$629.9M assets
Welfare
1
$2.4M premiums
Participants
6,365
600 THILMANY ROAD - KAUKAUNA, WI 54130860-654-8300LinkedIn1001-5000 employeespaper & forest products
Plans on this EIN
3 filings
#005401k-$550.8M - 3,408 part#001TraditionalDB-$79.1M - 546 part#501Mixed-$2.4M - 4,091 lives

Retirement portfolio analytics

2 plans aggregated / $629.9M assets / 3,954 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • AHLSTROM RETIREMENT Savings (#005)87%
  • FOR U.S. EMPLOYEES (#001)13%
Total $629.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AHLSTROM RETIREMENT Savings (#005)3,408
  • FOR U.S. EMPLOYEES (#001)546
Total 3,954Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 4,091 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Life$2.1M
  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • Vision$203K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • RELIASTAR LIFE INSURANCE COMPANY90%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • U.S. LEGAL SERVICES, INC.2%
  • NGL0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • BROWN & BROWN INSURANCE SERVICES70%
  • ADP INC20%
  • IBENEFIT COMMUNICATION LLC6%
  • HAYS COMPANIES, INC.5%
Total $152K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

AHLSTROM RETIREMENT SAVINGS PLAN

401k

Assets$550.8M
Participants3,408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE AHLSTROM GROUP RETIREMENT PLAN FOR U.S. EMPLOYEES

TraditionalDB

Assets$79.1M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AHLSTROM-MUNKSJO USA INC. WRAP PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives4,091
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005AHLSTROM RETIREMENT SAVINGS PLAN401k$550.8M3,4082024
001THE AHLSTROM GROUP RETIREMENT PLAN FOR U.S. EMPLOYEESTraditionalDB$79.1M5462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AHLSTROM-MUNKSJO USA INC. WRAP PLANMixedRELIASTAR LIFE INSURANCE COMPANY$2.4M4,0912025
Retirement plans
Welfare plans
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