Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SGK LLC
EIN 25-0644320consumer goodsLatest filing 2024
Plans
5
Retirement
4
$358.3M assets
Welfare
1
$6.5M premiums
Participants
9,778
TWO NORTHSHORE CENTER - PITTSBURGH, PA 15212412-442-8200matw.comLinkedIn10001+ employeesconsumer goods
Retirement portfolio analytics
4 plans aggregated / $358.3M assets / 5,458 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- GREAT-WEST LIFE & ANNUITY INSURANCE99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.5M premiums / 5,472 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.6M
- Life$3.7M
- Short-term disability$3.6M
- Long-term disability$3.6M
- Dental$1.5M
- Vision$371K
Carrier market share
Premium dollars by Schedule A carrier
63%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY63%
- UNITED CONCORDIA INSURANCE COMPANY22%
- BLUE CROSS OF CALIFORNIA7%
- EYEMED VISION CARE6%
- TRANSAMERICA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MATTHEWS INTERNATIONAL CORPORATION 401(K) PLAN
401k
Assets$353.4M
Participants5,387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
SCHAWK, INC. UNION 401(K) PLAN
401k
Assets$3.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
SCHAWK, INC. 401(K) PLAN
401k
Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
MILSO CASKET RETIREMENT PLAN
401k
Assets$507K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MATTHEWS INTERNATIONAL CORPORATION EMPLOYEES GROUP INSURANCE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$6.5M
Covered lives5,472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MATTHEWS INTERNATIONAL CORPORATION 401(K) PLAN | 401k | $353.4M | 5,387 | 2024 | |
| 008 | SCHAWK, INC. UNION 401(K) PLAN | 401k | $3.3M | 31 | 2024 | |
| 006 | SCHAWK, INC. 401(K) PLAN | 401k | $1.1M | 11 | 2024 | |
| 005 | MILSO CASKET RETIREMENT PLAN | 401k | $507K | 29 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MATTHEWS INTERNATIONAL CORPORATION EMPLOYEES GROUP INSURANCE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6.5M | 5,472 | 2024 |
Retirement plans
Welfare plans