Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VICTAULIC
EIN 22-1501729mechanical or industrial engineeringLatest filing 2024
Plans
5
Retirement
4
$814.4M assets
Welfare
1
$11.8M premiums
Participants
8,665
P.O. BOX 31 - EASTON, PA 18044610-559-3595victaulic.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Retirement portfolio analytics
4 plans aggregated / $814.4M assets / 5,391 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- THE VANGUARD GROUP, INC.55%
- (Not disclosed)45%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $11.8M premiums / 3,315 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$8.8M
- Other$2.9M
- Long-term disability$2.8M
- Life$2.7M
- Short-term disability$2.7M
- Vision$118K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
75%top
- RXBENEFITS, INC.75%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA23%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
- +3 more
Broker market share
Schedule A broker compensation
87%top
- MCGRIFF INSURANCE SERVICES INC87%
- MERCER HEALTH AND BENEFITS, LLC8%
- CAPFINANCIAL PARTNERS, LLC2%
- REUBEN WARNER ASSOCIATES, INC.1%
- BUCK CONSULTANTS LLC1%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
VICTAULIC SALARIED 401(K) PLAN
401k
Assets$430.1M
Participants2,926
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE RETIREMENT PENSION PLAN FOR SALARIED EMPLOYEES OF VICTAULIC COMPANY
TraditionalDB
Assets$233.7M
Participants674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
VICTAULIC RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES
TraditionalDB
Assets$135.3M
Participants1,096
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
VICTAULIC BARGAINING UNIT 401(K) PLAN
401k
Assets$15.3M
Participants695
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
VICTAULIC COMPANY HEALTH AND WELFARE BENEFIT PLAN
Mixed - RXBENEFITS, INC.
Premiums$11.8M
Covered lives3,315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | VICTAULIC SALARIED 401(K) PLAN | 401k | $430.1M | 2,926 | 2024 | |
| 001 | THE RETIREMENT PENSION PLAN FOR SALARIED EMPLOYEES OF VICTAULIC COMPANY | TraditionalDB | $233.7M | 674 | 2024 | |
| 005 | VICTAULIC RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES | TraditionalDB | $135.3M | 1,096 | 2024 | |
| 008 | VICTAULIC BARGAINING UNIT 401(K) PLAN | 401k | $15.3M | 695 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | VICTAULIC COMPANY HEALTH AND WELFARE BENEFIT PLAN | Mixed | RXBENEFITS, INC. | $11.8M | 3,315 | 2024 |
Retirement plans
Welfare plans