Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VON ROLL USA, INC.
EIN 14-1700763ManufacturingLatest filing 2024
Plans
3
Retirement
2
$31.5M assets
Welfare
1
$2.0M premiums
Participants
487
200 VON ROLL DRIVE - SCHENECTADY, NY 12306518-344-7100
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $31.5M assets / 343 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 141 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Vision$177K
- Life$177K
- Short-term disability$177K
- Long-term disability$177K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- ANTHEM LIFE INSURANCE COMPANY91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
100%top
- MARSHALL & STERLING EMPLOYEE BENEFI100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VON ROLL USA, INC. SAVINGS PLAN
401k
Assets$18.3M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VON ROLL USA, INC. EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$13.2M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VON ROLL USA INC HEALTH AND WELFARE EMPLOYEE BENEFITS PLAN
Fully Insured - ANTHEM BLUE CROSS (G1921)
Premiums$2.0M
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VON ROLL USA, INC. SAVINGS PLAN | 401k | $18.3M | 190 | 2024 | |
| 001 | VON ROLL USA, INC. EMPLOYEES' PENSION PLAN | TraditionalDB | $13.2M | 153 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VON ROLL USA INC HEALTH AND WELFARE EMPLOYEE BENEFITS PLAN | Fully Insured | ANTHEM BLUE CROSS (G1921) | $2.0M | 141 | 2024 |
Retirement plans
Welfare plans