Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SAPPI NORTH AMERICA, INC.
EIN 23-2366983paper & forest productsLatest filing 2024
Plans
7
Retirement
6
$930.4M assets
Welfare
1
$6.4M premiums
Participants
9,251
Retirement portfolio analytics
6 plans aggregated / $930.4M assets / 5,308 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
71%top
- THE VANGUARD GROUP, INC.71%
- (Not disclosed)29%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.4M premiums / 3,943 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.4M
- Life$3.1M
- Short-term disability$3.1M
- Long-term disability$3.1M
- Health$2.7M
- Prescription drug$2.7M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
49%top
- HARTFORD LIFE AND ACCIDENT49%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY42%
- EYEMED VISION CARE4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- KATHLEEN GREER ASSOCIATES1%
Broker market share
Schedule A broker compensation
63%top
- GALLAGHER BENEFIT SERVICES, INC.63%
- CHRISTINE M. MCCULLUGH37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
SAPPI NORTH AMERICA, INC. SALARIED INVESTMENT PLAN
401k
Assets$376.8M
Participants1,067
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
SAPPI NORTH AMERICA, INC. HOURLY INVESTMENT PLAN
401k
Assets$282.3M
Participants1,577
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#037
SAPPI NORTH AMERICA, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES
TraditionalDB
Assets$85.4M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#036
SAPPI NORTH AMERICA, INC. CENTRAL MILLS EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$73.1M
Participants855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SAPPI NORTH AMERICA, INC. RETIREMENT PLAN FOR HOURLY EMPLOYEES
TraditionalDB
Assets$71.7M
Participants871
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#035
SAPPI NORTH AMERICA, INC. CUMBERLAND MILLS HOURLY EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$41.1M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#532
SAPPI NORTH AMERICA, INC. WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$6.4M
Covered lives3,943
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans6
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | SAPPI NORTH AMERICA, INC. SALARIED INVESTMENT PLAN | 401k | $376.8M | 1,067 | 2024 | |
| 006 | SAPPI NORTH AMERICA, INC. HOURLY INVESTMENT PLAN | 401k | $282.3M | 1,577 | 2024 | |
| 037 | SAPPI NORTH AMERICA, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES | TraditionalDB | $85.4M | 603 | 2024 | |
| 036 | SAPPI NORTH AMERICA, INC. CENTRAL MILLS EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $73.1M | 855 | 2024 | |
| 004 | SAPPI NORTH AMERICA, INC. RETIREMENT PLAN FOR HOURLY EMPLOYEES | TraditionalDB | $71.7M | 871 | 2024 | |
| 035 | SAPPI NORTH AMERICA, INC. CUMBERLAND MILLS HOURLY EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $41.1M | 335 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 532 | SAPPI NORTH AMERICA, INC. WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $6.4M | 3,943 | 2024 |
Retirement plans
Welfare plans