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Sponsor portfolio

THE MOSAIC COMPANY

EIN 20-1026454-mining & metals-Latest filing 2025
Plans
4
Retirement
2
$1.15B assets
Welfare
2
$7.2M premiums
Participants
9,793
13830 CIRCA CROSSING DRIVE - LITHIA, FL 33547800-918-8270mosaicco.comLinkedIn10001+ employeesmining & metals
Plans on this EIN
4 filings
#004401k-$853.2M - 3,036 part#019401k-$297.0M - 2,150 part#501Mixed-$4.7M - 4,031 lives#502Mixed-$2.5M - 513 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 / $7.2M premiums / 4,544 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.0M
  • Long-term disability$1.6M
  • Other$551K
  • Health$366K
  • Dental$366K
  • Prescription drug$366K
  • +1 more
Total $7.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA94%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN0%
Total $7.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $110K1 slice

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 - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$4.7M
Covered lives4,031
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE MOSAIC COMPANY COMPREHENSIVE RETIREE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.5M
Covered lives513
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 PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$4.7M4,0312025
502THE MOSAIC COMPANY COMPREHENSIVE RETIREE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.5M5132025
Retirement plans
Welfare plans
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