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Sponsor portfolio

THE MOSAIC COMPANY

EIN 20-1026454-mining & metals-Latest filing 2024
Plans
4
Retirement
2
$1.15B assets
Welfare
2
$4.5M premiums
Participants
9,778
101 EAST KENNEDY BLVD, SUITE 2500 - TAMPA, FL 33602813-775-4200mosaicco.comLinkedIn10001+ employeesmining & metals
Plans on this EIN
4 filings
#004401k-$853.2M - 3,036 part#019401k-$297.0M - 2,150 part#501Mixed-$4.5M - 3,954 lives#502Mixed-262 lives

Retirement portfolio analytics

2 plans aggregated / $1.15B assets / 5,186 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • MOSAIC INVESTMENT PLAN (#004)74%
  • MOSAIC UNION Savings (#019)26%
Total $1.15BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MOSAIC INVESTMENT PLAN (#004)3,036
  • MOSAIC UNION Savings (#019)2,150
Total 5,186Click row to drill in

Benefits portfolio analytics

2 plans / $4.5M premiums / 4,216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.5M
  • Life$3.9M
  • Long-term disability$3.9M
  • Health$505K
  • Dental$505K
  • Prescription drug$505K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA88%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • IMG1%
Total $63K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

MOSAIC INVESTMENT PLAN

401k

Assets$853.2M
Participants3,036
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019

MOSAIC UNION SAVINGS PLAN

401k

Assets$297.0M
Participants2,150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MOSAIC COMPANY COMPREHENSIVE WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$4.5M
Covered lives3,954
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE MOSAIC COMPANY COMPREHENSIVE RETIREE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$0
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004MOSAIC INVESTMENT PLAN401k$853.2M3,0362024
019MOSAIC UNION SAVINGS PLAN401k$297.0M2,1502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MOSAIC COMPANY COMPREHENSIVE WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$4.5M3,9542024
502THE MOSAIC COMPANY COMPREHENSIVE RETIREE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$02622024
Retirement plans
Welfare plans
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