Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TRANE U.S. INC.
EIN 25-0900465ManufacturingLatest filing 2024
Plans
7
Retirement
3
$989.1M assets
Welfare
4
$37.6M premiums
Participants
28,834
800 E BEATY STREET - DAVIDSON, NC 28036704-655-4000
Retirement portfolio analytics
3 plans aggregated / $989.1M assets / 20,772 participantsParticipants by plan
Active + retired + deferred vested
- TRANE PENSION (#003)1,680
Benefits portfolio analytics
4 plans / $37.6M premiums / 90,908 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$27.4M
- Other$27.4M
- Long-term disability$8.0M
- Short-term disability$2.3M
Carrier market share
Premium dollars by Schedule A carrier
73%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA73%
- LIFE INSURANCE COMPANY OF NORTH AMERICA21%
- AFLAC6%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
93%top
- MARSH & MCLENNAN AGENCY LLC93%
- TRION GROUP, INC.7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#023
THE TRANE MERGED HOURLY PENSION PLAN
TraditionalDB
Assets$726.2M
Participants13,180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#043
TRANE 401(K) AND THRIFT PLAN
401k
Assets$248.4M
Participants5,912
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TRANE PENSION PLAN
CashBalance
Assets$14.4M
Participants1,680
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#709
PERSONAL ACCIDENT INSURANCE PLAN FOR TRANE CAC INC EMPLOYEES
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$19.5M
Covered lives34,581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#701
TRANE EMPLOYEE WELFARE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$14.1M
Covered lives34,581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#708
LONG TERM DISABILITY BENEFIT PLAN FOR TRANE CAC INC EMPLOYEES
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$4.0M
Covered lives21,746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#702
TRANE VISION SERVICE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 023 | THE TRANE MERGED HOURLY PENSION PLAN | TraditionalDB | $726.2M | 13,180 | 2024 | |
| 043 | TRANE 401(K) AND THRIFT PLAN | 401k | $248.4M | 5,912 | 2024 | |
| 003 | TRANE PENSION PLAN | CashBalance | $14.4M | 1,680 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 709 | PERSONAL ACCIDENT INSURANCE PLAN FOR TRANE CAC INC EMPLOYEES | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $19.5M | 34,581 | 2024 | |
| 701 | TRANE EMPLOYEE WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $14.1M | 34,581 | 2024 | |
| 708 | LONG TERM DISABILITY BENEFIT PLAN FOR TRANE CAC INC EMPLOYEES | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4.0M | 21,746 | 2024 | |
| 702 | TRANE VISION SERVICE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans