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  2. LVMH INC.
Sponsor portfolioTH

LVMH INC.

EIN 13-5371790-Management of Companies and Enterprises-Latest filing 2024
Plans
3
Retirement
2
$297.4M assets
Welfare
1
$2.3M premiums
Participants
12,643
19 EAST 57TH STREET, 7TH FLOOR - NEW YORK, NY 10022212-931-2700
Plans on this EIN
3 filings
#002401k-$166.1M - 1,258 part#001TraditionalDB-$131.4M - 898 part#501Fully Insured-$2.3M - 10,487 lives

Retirement portfolio analytics

2 plans aggregated / $297.4M assets / 2,156 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • WINES & SPIRITS (#002)56%
  • WINES & SPIRITS (#001)44%
Total $297.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WINES & SPIRITS (#002)1,258
  • WINES & SPIRITS (#001)898
Total 2,156Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 10,487 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.3M
  • Other$2.3M
Total $2.3M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $2.3M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LVMH AFFILIATES' 401(K) PLAN, WINES & SPIRITS

401k

Assets$166.1M
Participants1,258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LVMH AFFILIATES' RETIREMENT PLAN, WINES & SPIRITS

TraditionalDB

Assets$131.4M
Participants898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LVMH MOET HENNESSY LOUIS VUITTON, INC. & AFFILIATE LIFE, ACC DEATH & DISMEMB. BENEFIT

Fully Insured - SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)

Premiums$2.3M
Covered lives10,487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LVMH AFFILIATES' 401(K) PLAN, WINES & SPIRITS401k$166.1M1,2582024
001LVMH AFFILIATES' RETIREMENT PLAN, WINES & SPIRITSTraditionalDB$131.4M8982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LVMH MOET HENNESSY LOUIS VUITTON, INC. & AFFILIATE LIFE, ACC DEATH & DISMEMB. BENEFITFully InsuredSUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)$2.3M10,4872024
Retirement plans
Welfare plans
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