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  2. FLSMIDTH INC.
Sponsor portfolio

FLSMIDTH INC.

EIN 23-0606560-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$369.1M assets
Welfare
1
$1.8M premiums
Participants
4,313
2040 AVENUE C - BETHLEHEM, PA 180172188610-264-6011
Plans on this EIN
3 filings
#009401k-$324.0M - 2,169 part#008TraditionalDB-$45.1M - 705 part#508Mixed-$1.8M - 1,439 lives

Retirement portfolio analytics

2 plans aggregated / $369.1M assets / 2,874 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • 401(K) PLAN TRUST (#009)88%
  • INC. SALARIED EMPLOYEES (#008)12%
Total $369.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN TRUST (#009)2,169
  • INC. SALARIED EMPLOYEES (#008)705
Total 2,874Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.2M
  • Long-term disability$1.2M
  • Vision$145K
  • Health$71K
  • Dental$71K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY67%
  • AFLAC14%
  • VISION SERVICE PLAN8%
  • FIRST STOP HEALTH4%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • +3 more
Total $1.8M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $202K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#009

FLSMIDTH 401(K) PLAN TRUST

401k

Assets$324.0M
Participants2,169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

RETIREMENT PLAN FOR FLSMIDTH INC. SALARIED EMPLOYEES

TraditionalDB

Assets$45.1M
Participants705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

FLSMIDTH HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives1,439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
009FLSMIDTH 401(K) PLAN TRUST401k$324.0M2,1692024
008RETIREMENT PLAN FOR FLSMIDTH INC. SALARIED EMPLOYEESTraditionalDB$45.1M7052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508FLSMIDTH HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.8M1,4392024
Retirement plans
Welfare plans
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