PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PAPERWORKS INDUSTRIES, INC.
Sponsor portfolio

PAPERWORKS INDUSTRIES, INC.

EIN 26-2919931-Latest filing 2025
Plans
4
Retirement
3
$82.3M assets
Welfare
1
$737K premiums
Participants
2,197
1300 VIRGINIA DRIVE, SUITE 220 - FORT WASHINGTON, PA 19034215-984-7000
Plans on this EIN
4 filings
#002401k-$57.5M - 887 part#001401k-$16.7M - 211 part#003TraditionalDB-$8.0M - 282 part#501Mixed-$737K - 812 lives

Retirement portfolio analytics

3 plans aggregated / $82.3M assets / 1,380 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • INDUSTRIES, INC. Savings (#002)70%
  • UNION HOURLY EMPLOYEES (#001)20%
  • FOR HOURLY EMPLOYEES (#003)10%
Total $82.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INDUSTRIES, INC. Savings (#002)887
  • FOR HOURLY EMPLOYEES (#003)282
  • UNION HOURLY EMPLOYEES (#001)211
Total 1,380Click row to drill in

Benefits portfolio analytics

1 plan / $737K premiums / 812 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$663K
  • Life$656K
  • Short-term disability$656K
  • Long-term disability$656K
  • Vision$74K
Total $737K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HARTFORD LIFE AND ACCIDENT89%
  • VISION SERVICE PLAN10%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $737K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $96K2 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

PAPERWORKS INDUSTRIES, INC. SAVINGS PLAN

401k

Assets$57.5M
Participants887
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PAPERWORKS INDUSTRIES SAVINGS PLAN FOR UNION HOURLY EMPLOYEES

401k

Assets$16.7M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PAPERWORKS INDUSTRIES, INC. PENSION PLAN FOR HOURLY EMPLOYEES

TraditionalDB

Assets$8.0M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PAPERWORKS INDUSTRIES HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$737K
Covered lives812
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PAPERWORKS INDUSTRIES, INC. SAVINGS PLAN401k$57.5M8872024
001PAPERWORKS INDUSTRIES SAVINGS PLAN FOR UNION HOURLY EMPLOYEES401k$16.7M2112024
003PAPERWORKS INDUSTRIES, INC. PENSION PLAN FOR HOURLY EMPLOYEESTraditionalDB$8.0M2822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PAPERWORKS INDUSTRIES HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$737K8122025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica