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  2. RHEEM MANUFACTURING COMPANY
Sponsor portfolioTH

RHEEM MANUFACTURING COMPANY

EIN 20-3928590-consumer goods-Latest filing 2024
Plans
5
Retirement
3
$524.2M assets
Welfare
2
$6.2M premiums
Participants
12,056
1100 ABERNATHY ROAD, SUITE 1400 - ATLANTA, GA 30328770-351-3030rheem.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-$6.1M - 8,539 lives#506Mixed-$83K - 1,075 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 / $6.2M premiums / 9,614 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Life$1.6M
  • Long-term disability$957K
  • Vision$588K
  • Other$283K
  • Short-term disability$101K
Total $6.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY42%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • ANTHEM LIFE INSURANCE COMPANY21%
  • EYEMED VISION CARE9%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +3 more
Total $6.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ALLIANT INSURANCE SERVICES, INC.94%
  • MARY JANE SCHROEDER2%
  • BUSINESSOLVER.COM, INC.2%
  • GREGORY KARL LARGE1%
  • MICHAEL A BOOK1%
  • +3 more
Total $340K8 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$6.1M
Covered lives8,539
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$83K
Covered lives1,075
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$6.1M8,5392024
506RHEEM MANUFACTURING COMPANY RETIREE HEALTH & WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$83K1,0752024
Retirement plans
Welfare plans
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