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Sponsor portfolioTH

RHEEM MANUFACTURING COMPANY

EIN 20-3928590-consumer goods-Latest filing 2025
Plans
5
Retirement
3
$524.2M assets
Welfare
2
$8.1M premiums
Participants
12,670
1100 ABERNATHY ROAD, SUITE 1700 - ATLANTA, GA 30328770-351-3000rheem.comLinkedIn10001+ employeesconsumer goods
Plans on this EIN
5 filings
#002401k-$469.1M - 4,507 part#006401k-$54.7M - 1,689 part#001TraditionalDB-$450K - 10 part#501Fully Insured-$8.0M - 9,420 lives#506Mixed-$92K - 1,190 lives

Retirement portfolio analytics

3 plans aggregated / $524.2M assets / 6,206 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • DEFINED CONTRIBUTION PLAN (#002)89%
  • MANUFACTURING COMPANY 401(K) (#006)10%
  • RHEEM CONSOLIDATED PENSION (#001)0%
Total $524.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
  • (Not disclosed)0%
Total $524.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#002)4,507
  • MANUFACTURING COMPANY 401(K) (#006)1,689
  • RHEEM CONSOLIDATED PENSION (#001)10
Total 6,206Click row to drill in

Benefits portfolio analytics

2 plans / $8.1M premiums / 10,610 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Life$2.5M
  • Long-term disability$1.5M
  • Vision$539K
  • Other$414K
  • Short-term disability$150K
Total $8.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • ANTHEM LIFE INSURANCE COMPANY18%
  • EYEMED VISION CARE7%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +3 more
Total $8.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ALLIANT INSURANCE SERVICES, INC.96%
  • BUSINESSOLVER.COM, INC.2%
  • MARY JANE SCHROEDER1%
  • GREGORY KARL LARGE0%
  • GBS INSURANCE & FINANCIAL SERVICES0%
  • +3 more
Total $463K8 slices

Plan deep-dives

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

RHEEM DEFINED CONTRIBUTION PLAN

401k

Assets$469.1M
Participants4,507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

RHEEM MANUFACTURING COMPANY 401(K) PLAN

401k

Assets$54.7M
Participants1,689
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RHEEM CONSOLIDATED PENSION PLAN

TraditionalDB

Assets$450K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RHEEM MANUFACTURING COMPANY HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$8.0M
Covered lives9,420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

RHEEM MANUFACTURING COMPANY RETIREE HEALTH & WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$92K
Covered lives1,190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002RHEEM DEFINED CONTRIBUTION PLAN401k$469.1M4,5072024
006RHEEM MANUFACTURING COMPANY 401(K) PLAN401k$54.7M1,6892024
001RHEEM CONSOLIDATED PENSION PLANTraditionalDB$450K102024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RHEEM MANUFACTURING COMPANY HEALTH AND WELFARE BENEFIT PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$8.0M9,4202025
506RHEEM MANUFACTURING COMPANY RETIREE HEALTH & WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$92K1,1902025
Retirement plans
Welfare plans
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