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  1. Companies/
  2. ESSITY NORTH AMERICA INC.
Sponsor portfolioTH

ESSITY NORTH AMERICA INC.

EIN 23-3061590-Manufacturing-Latest filing 2024
Plans
5
Retirement
4
$1.20B assets
Welfare
1
$5.4M premiums
Participants
11,703
2929 ARCH STREET - PHILADELPHIA, PA 19104610-499-3410essityusa.comLinkedIn1-10 employees
Plans on this EIN
5 filings
#002401k-$912.8M - 4,946 part#005TraditionalDB-$147.9M - 1,189 part#012CashBalance-$105.9M - 1,510 part#001CashBalance-$35.3M - 731 part#501Mixed-$5.4M - 6,306 lives

Retirement portfolio analytics

4 plans aggregated / $1.20B assets / 8,376 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • & RETIREMENT PLAN (#002)76%
  • MENASHA AND NEENAH (#005)12%
  • CORP. RETIREMENT PLAN (#012)9%
  • DEFINED BENEFIT PENSION (#001)3%
Total $1.20BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
76%top
  • (Not disclosed)76%
  • THE VANGUARD GROUP, INC.12%
  • CONRAD SIEGEL12%
Total $1.20BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#002)4,946
  • CORP. RETIREMENT PLAN (#012)1,510
  • MENASHA AND NEENAH (#005)1,189
  • DEFINED BENEFIT PENSION (#001)731
Total 8,376Click row to drill in

Benefits portfolio analytics

1 plan / $5.4M premiums / 6,306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.9M
  • Life$3.8M
  • Long-term disability$3.7M
  • Vision$375K
Total $5.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • STANDARD INSURANCE COMPANY68%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY22%
  • EYEMED VISION CARE7%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • COMPSYCH1%
  • +2 more
Total $5.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • GALLAGHER BENEFIT SERVICES, INC.64%
  • EMPYREAN INSURANCE SERVICES, INC.36%
Total $357K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ESSITY NORTH AMERICA INVESTMENT & RETIREMENT PLAN

401k

Assets$912.8M
Participants4,946
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ESSITY NORTH AMERICA HRLY PENSION PLAN FOR COLLECTIVELY BARGAINED EES AT MENASHA AND NEENAH

TraditionalDB

Assets$147.9M
Participants1,189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

WAUSAU PAPER CORP. RETIREMENT PLAN

CashBalance

Assets$105.9M
Participants1,510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ESSITY NORTH AMERICA DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$35.3M
Participants731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ESSITY NORTH AMERICA INC. BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$5.4M
Covered lives6,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002ESSITY NORTH AMERICA INVESTMENT & RETIREMENT PLAN401k$912.8M4,9462024
005ESSITY NORTH AMERICA HRLY PENSION PLAN FOR COLLECTIVELY BARGAINED EES AT MENASHA AND NEENAHTraditionalDB$147.9M1,1892024
012WAUSAU PAPER CORP. RETIREMENT PLANCashBalance$105.9M1,5102024
001ESSITY NORTH AMERICA DEFINED BENEFIT PENSION PLANCashBalance$35.3M7312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ESSITY NORTH AMERICA INC. BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$5.4M6,3062024
Retirement plans
Welfare plans
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