Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DANA LIMITED
EIN 26-1318190ManufacturingLatest filing 2024
Plans
12
Retirement
5
$1.56B assets
Welfare
7
$42.9M premiums
Participants
30,642
P.O. BOX 1000 - MAUMEE, OH 43537419-887-3000
Plans on this EIN
12 filings#147401k-$895.8M - 4,711 part#106401k-$274.8M - 8,144 part#148TraditionalDB-$230.9M - 4,214 part#003TraditionalDB-$151.2M - 3,253 part#015TraditionalDB-$12.0M - 273 part#624Mixed-$13.4M - 13,809 lives#654Mixed-$11.6M - 13,809 lives#656Mixed-$9.2M - 310 lives#653Mixed-$8.8M - 0 lives#508Unknown-0 lives#650Self Funded-0 lives#655Unknown-0 lives
Retirement portfolio analytics
5 plans aggregated / $1.56B assets / 20,595 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
75%top
- THE VANGUARD GROUP, INC.75%
- (Not disclosed)25%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
7 plans / $42.9M premiums / 27,928 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$33.1M
- Life$32.5M
- Long-term disability$31.9M
- Health$5.5M
- Prescription drug$5.5M
- Vision$3.2M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
84%top
- METROPOLITAN LIFE INSURANCE COMPANY84%
- HEALTH ALLIANCE PLAN13%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
99%top
- GALLAGHER BENEFIT SERVICES, INC.99%
- BUSINESSOLVER.COM, INC.1%
- ALLIANT INSURANCE SERVICES, INC.0%
- BUCK GLOBAL LLC0%
- EBCG LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#147
DANA RETIREMENT SAVINGS PLAN
401k
Assets$895.8M
Participants4,711
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#106
DANA HOURLY BARGAINED RETIREMENT AND SAVINGS PLAN
401k
Assets$274.8M
Participants8,144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#148
DANA U.S.W. HOURLY EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$230.9M
Participants4,214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DANA COMBINED HOURLY EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$151.2M
Participants3,253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015
DANA CORPORATION VICTOR REINZ DIVISION PENSION PLAN FOR HOURLY PAID EMPLOYEES AT THE ROBINSON, ILLINOIS PLANT
TraditionalDB
Assets$12.0M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#624
DANA LIMITED HEALTHWORKS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$13.4M
Covered lives13,809
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#654
DANA LIMITED HEALTHWORKS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES AT CERTAIN NORTH AMERICAN FACILITIES
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$11.6M
Covered lives13,809
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#656
DANA LIMITED HEALTHWORKS PLAN FOR LAFAYETTE BARGAINED EMPLOYEES
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$9.2M
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#653
DANA LIMITED HEALTHWORKS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES AT THE FOLLOWING FACILITIES HENDERSON, LIMA, MARION AND POTTSTOWN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$8.8M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
DANA LIMITED UAW SUB PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#650
DANA LIMITED SEPARATION PAY PLAN FOR U.S. EMPLOYEES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#655
SUB PLAN BETWEEN DANA LTD. & UAW LOCAL NO. 644
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 147 | DANA RETIREMENT SAVINGS PLAN | 401k | $895.8M | 4,711 | 2024 | |
| 106 | DANA HOURLY BARGAINED RETIREMENT AND SAVINGS PLAN | 401k | $274.8M | 8,144 | 2024 | |
| 148 | DANA U.S.W. HOURLY EMPLOYEES' PENSION PLAN | TraditionalDB | $230.9M | 4,214 | 2024 | |
| 003 | DANA COMBINED HOURLY EMPLOYEES' PENSION PLAN | TraditionalDB | $151.2M | 3,253 | 2024 | |
| 015 | DANA CORPORATION VICTOR REINZ DIVISION PENSION PLAN FOR HOURLY PAID EMPLOYEES AT THE ROBINSON, ILLINOIS PLANT | TraditionalDB | $12.0M | 273 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 624 | DANA LIMITED HEALTHWORKS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $13.4M | 13,809 | 2024 | |
| 654 | DANA LIMITED HEALTHWORKS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES AT CERTAIN NORTH AMERICAN FACILITIES | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $11.6M | 13,809 | 2024 | |
| 656 | DANA LIMITED HEALTHWORKS PLAN FOR LAFAYETTE BARGAINED EMPLOYEES | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $9.2M | 310 | 2024 | |
| 653 | DANA LIMITED HEALTHWORKS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES AT THE FOLLOWING FACILITIES HENDERSON, LIMA, MARION AND POTTSTOWN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $8.8M | 0 | 2024 | |
| 508 | DANA LIMITED UAW SUB PLAN | Unknown | - | $0 | 0 | 2024 | |
| 650 | DANA LIMITED SEPARATION PAY PLAN FOR U.S. EMPLOYEES | Self Funded | - | $0 | 0 | 2024 | |
| 655 | SUB PLAN BETWEEN DANA LTD. & UAW LOCAL NO. 644 | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans