Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
ProfitSharing
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STERIS CORPORATION 401(K) PLAN | ESOP | $1.26B | 13,383 | 2024 | |
| 002 | STERIS CORPORATION PUERTO RICO EMPLOYEES' RETIREMENT SAVINGS PLAN | ProfitSharing | $2.6M | 53 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STERIS CORPORATION WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6.6M | 11,967 | 2024 | |
| 518 | STERIS CORPORATION RETIREE WELFARE BENEFIT PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4.2M | 118 | 2024 |