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ROCKWELL AUTOMATION

EIN 25-1797617-industrial automation-Latest filing 2025
Plans
6
Retirement
3
$5.58B assets
Welfare
3
$8.5M premiums
Participants
48,977
1201 S SECOND STREET - MILWAUKEE, WI 53204414-382-2000LinkedIn1-10 employeesindustrial automation
Plans on this EIN
6 filings
#008ESOP-$3.77B - 14,665 part#002TraditionalDB-$1.81B - 14,801 part#011ESOP-$9.2M - 64 part#625Fully Insured-$7.1M - 12,304 lives#800Mixed-$1.4M - 6,683 lives#540Unknown-0 lives

Retirement portfolio analytics

3 plans aggregated / $5.58B assets / 29,530 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • AUTOMATION RETIREMENT Savings (#008)67%
  • ROCKWELL AUTOMATION PENSION (#002)32%
  • AUTOMATION 1165(E) PLAN (#011)0%
Total $5.58BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • (Not disclosed)68%
  • ALIGHT SOLUTIONS LLC32%
Total $5.58BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROCKWELL AUTOMATION PENSION (#002)14,801
  • AUTOMATION RETIREMENT Savings (#008)14,665
  • AUTOMATION 1165(E) PLAN (#011)64
Total 29,530Click row to drill in

Benefits portfolio analytics

3 plans / $8.5M premiums / 18,987 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.0M
  • Life$5.3M
  • Long-term disability$1.4M
  • Stop-loss$950K
  • Health$470K
  • Dental$460K
  • +1 more
Total $8.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • METROPOLITAN LIFE INSURANCE COMPANY66%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA17%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • KAISER FOUNDATION HEALTH PLAN INC0%
Total $8.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • AON CONSULTING INC65%
  • MERCER HEALTH AND BENEFITS, LLC35%
Total $151K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN

ESOP

Assets$3.77B
Participants14,665
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROCKWELL AUTOMATION PENSION PLAN

TraditionalDB

Assets$1.81B
Participants14,801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

ROCKWELL AUTOMATION 1165(E) PLAN

ESOP

Assets$9.2M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#625

ROCKWELL AUTOMATION, INC. WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$7.1M
Covered lives12,304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#800

ROCKWELL AUTOMATION, INC. EMPLOYEE HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.4M
Covered lives6,683
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540

ROCKWELL AUTOMATION FLEXIBLE BENEFITS PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
008ROCKWELL AUTOMATION RETIREMENT SAVINGS PLANESOP$3.77B14,6652024
002ROCKWELL AUTOMATION PENSION PLANTraditionalDB$1.81B14,8012024
011ROCKWELL AUTOMATION 1165(E) PLANESOP$9.2M642025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
625ROCKWELL AUTOMATION, INC. WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$7.1M12,3042025
800ROCKWELL AUTOMATION, INC. EMPLOYEE HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.4M6,6832025
540ROCKWELL AUTOMATION FLEXIBLE BENEFITS PLANUnknown-$002025
Retirement plans
Welfare plans
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