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  1. Companies/
  2. Berwind Corporation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Berwind Corporation

EIN 23-0406815-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$155.3M assets
Health & Benefits
1
$4.6M premiums
Participants
6,161
2929 WALNUT STREET, SUITE 900 - PHILADELPHIA, PA 19104215-563-2800berwind.comLinkedIn1-10 employeesconsumer goods
Plans on this EIN
3 filings
#001Traditional DB-$101.7M - 428 part#011401(k)-$53.7M - 170 part#501Fully insured-$4.6M - 5,563 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $155.3M assets / 598 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEES' RETIREMENT PLAN (#001)$101.7M
  • CORPORATION 401(K) Savings (#011)$53.7M
Total $155.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$101.7M
  • THE VANGUARD GROUP, INC.$53.7M
Total $155.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#001)428
  • CORPORATION 401(K) Savings (#011)170
Total 598Select a row to open it

Benefits portfolio analytics

1 plan / $4.6M premiums / 5,563 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.3M
  • Long-term disability$4.3M
  • Other$4.3M
  • Short-term disability$2.8M
Total $4.6M4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN

Traditional DB

Assets$101.7M
Participants428
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#011

BERWIND CORPORATION 401(K) SAVINGS PLAN

401(k)

Assets$53.7M
Participants170
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BERWIND CORPORATION BENEFIT PLAN

Fully insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives5,563
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BERWIND CORPORATION EMPLOYEES' RETIREMENT PLANTraditional DB$101.7M4282025
#011BERWIND CORPORATION 401(K) SAVINGS PLAN401(k)$53.7M1702025
  • BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN$101.7M
    #001 · Traditional DB · 2025428
  • BERWIND CORPORATION 401(K) SAVINGS PLAN$53.7M
    #011 · 401(k) · 2025170

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BERWIND CORPORATION BENEFIT PLANFully insuredSYMETRA LIFE INSURANCE COMPANY$4.6M5,5632025
  • BERWIND CORPORATION BENEFIT PLAN$4.6M
    #501 · Fully insured · SYMETRA LIFE INSURANCE COMPANY · 20255,563
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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