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Sponsor portfolioTH

BERWIND CORPORATION

EIN 23-0406815-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$148.0M assets
Welfare
1
$4.6M premiums
Participants
6,177
2929 WALNUT STREET, SUITE 900 - PHILADELPHIA, PA 19104215-563-2800berwind.comLinkedIn1-10 employeesconsumer goods
Plans on this EIN
3 filings
#001TraditionalDB-$99.4M - 447 part#011401k-$48.6M - 167 part#501Fully Insured-$4.6M - 5,563 lives

Retirement portfolio analytics

2 plans aggregated / $148.0M assets / 614 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • EMPLOYEES' RETIREMENT PLAN (#001)67%
  • CORPORATION 401(K) Savings (#011)33%
Total $148.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
67%top
  • (Not disclosed)67%
  • THE VANGUARD GROUP, INC.33%
Total $148.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#001)447
  • CORPORATION 401(K) Savings (#011)167
Total 614Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $4.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $245K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$99.4M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

BERWIND CORPORATION 401(K) SAVINGS PLAN

401k

Assets$48.6M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BERWIND CORPORATION BENEFIT PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives5,563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BERWIND CORPORATION EMPLOYEES' RETIREMENT PLANTraditionalDB$99.4M4472024
011BERWIND CORPORATION 401(K) SAVINGS PLAN401k$48.6M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BERWIND CORPORATION BENEFIT PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$4.6M5,5632025
Retirement plans
Welfare plans
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