Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPIRAX SARCO, INC.
EIN 23-2239452Latest filing 2025
Plans
3
Retirement
2
$208.9M assets
Welfare
1
$1.8M premiums
Participants
3,859
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $208.9M assets / 2,216 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
72%top
- (Not disclosed)72%
- WILMINGTON TRUST28%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 2,149 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.6M
- Long-term disability$1.6M
- Other$1.6M
- Vision$140K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA92%
- EYEMED VISION CARE8%
Broker market share
Schedule A broker compensation
85%top
- LOCKTON COMPANIES, LLC85%
- JONATHAN S SPETNER15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPIRAX SARCO, INC. 401(K) PLAN
401k
Assets$150.7M
Participants1,686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#028
THE SPIRAX SARCO, INC. PENSION PLAN
TraditionalDB
Assets$58.3M
Participants530
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#519
SPIRAX SARCO, INC. EMPLOYEE WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.8M
Covered lives2,149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPIRAX SARCO, INC. 401(K) PLAN | 401k | $150.7M | 1,686 | 2024 | |
| 028 | THE SPIRAX SARCO, INC. PENSION PLAN | TraditionalDB | $58.3M | 530 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 519 | SPIRAX SARCO, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1.8M | 2,149 | 2025 |
Retirement plans
Welfare plans