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Sponsor portfolioTH

BENJAMIN MOORE & CO.

EIN 13-5256230-consumer goods-Latest filing 2024
Plans
3
Retirement
2
$422.9M assets
Welfare
1
$1.9M premiums
Participants
4,324
101 PARAGON DRIVE - MONTVALE, NJ 07645800-344-0400benjaminmoore.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
3 filings
#003401k-$403.5M - 2,651 part#001TraditionalDB-$19.5M - 0 part#501Mixed-$1.9M - 3,104 lives

Retirement portfolio analytics

2 plans aggregated / $422.9M assets / 2,651 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • AND INVESTMENT PLAN (#003)95%
  • RETIREMENT INCOME PLAN (#001)5%
Total $422.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • CHARLES SCHWAB & CO., INC.95%
  • (Not disclosed)5%
Total $422.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#003)2,651
Total 2,651Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 3,104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.3M
  • Long-term disability$1.3M
  • Vision$175K
  • Dental$66K
Total $1.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA66%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • VISION SERVICE PLAN9%
  • AMERITAS LIFE INSURANCE CORP.3%
  • LEGALPLANS, USA2%
  • +2 more
Total $1.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • AON CONSULTING INC56%
  • CUSTOM BENEFIT PROGRAMS INC28%
  • HOME OFFICE TPA PAYS COMMISSION11%
  • TRI-STARR AGENCY5%
Total $122K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN

401k

Assets$403.5M
Participants2,651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BENJAMIN MOORE & CO. RETIREMENT INCOME PLAN

TraditionalDB

Assets$19.5M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BENJAMIN MOORE & CO. HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.9M
Covered lives3,104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN401k$403.5M2,6512024
001BENJAMIN MOORE & CO. RETIREMENT INCOME PLANTraditionalDB$19.5M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BENJAMIN MOORE & CO. HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.9M3,1042024
Retirement plans
Welfare plans
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