Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AHLSTROM USA INC.
EIN 13-3509370paper & forest productsLatest filing 2024
Plans
3
Retirement
2
$629.9M assets
Welfare
1
$2.3M premiums
Participants
6,522
2 ELM STREET - WINDSOR LOCKS, CT 06096860-654-8300LinkedIn1001-5000 employeespaper & forest products
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $629.9M assets / 3,954 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 4,167 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.1M
- Life$2.1M
- Short-term disability$2.1M
- Long-term disability$2.1M
- Vision$202K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- RELIASTAR LIFE INSURANCE COMPANY90%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
- U.S. LEGAL SERVICES, INC.1%
- NGL0%
Broker market share
Schedule A broker compensation
30%top
- HAYS COMPANIES, INC.30%
- IBENEFIT COMMUNICATION LLC29%
- BROWN AND BROWN OF FLORIDA, INC.24%
- ADP INC17%
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$2.3M
Covered lives4,167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | AHLSTROM RETIREMENT SAVINGS PLAN | 401k | $550.8M | 3,408 | 2024 | |
| 001 | THE AHLSTROM GROUP RETIREMENT PLAN FOR U.S. EMPLOYEES | TraditionalDB | $79.1M | 546 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AHLSTROM-MUNKSJO USA INC. WRAP PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $2.3M | 4,167 | 2024 |
Retirement plans
Welfare plans