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Sponsor portfolioTH

TEREX CORPORATION

EIN 34-1531521-machinery-Latest filing 2024
Plans
4
Retirement
1
$687.4M assets
Welfare
3
$5.8M premiums
Participants
27,700
301 MERRITT 7, 4TH FLOOR - NORWALK, CT 06851203-222-7170terex.comLinkedIn5001-10000 employeesmachinery
Plans on this EIN
4 filings
#004401k-$687.4M - 8,125 part#501Mixed-$5.8M - 7,374 lives#602Fully Insured-$24K - 11,313 lives#601Self Funded-0 lives

Benefits portfolio analytics

3 plans / $5.8M premiums / 18,687 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.5M
  • Stop-loss$1.2M
  • Long-term disability$1.0M
  • Other$522K
  • Vision$521K
Total $5.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY68%
  • ANTHEM LIFE INSURANCE COMPANY30%
  • COMPSYCH1%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $5.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • WILLIS TOWERS WATSON US LLC98%
  • AON CONSULTING INC2%
Total $291K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

TEREX CORPORATION AND AFFILIATES 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$687.4M
Participants8,125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEREX CORPORATION HEALTH AND WELFARE BENEFITS PLAN

Mixed - RELIANCE INSURANCE COMPANY OF AMERICA

Premiums$5.8M
Covered lives7,374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#602

TEREX CORPORATION GROUP ACCIDENT PLAN

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$24K
Covered lives11,313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#601

TEREX CORPORATION PREMIUM PAYMENT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004TEREX CORPORATION AND AFFILIATES 401(K) RETIREMENT SAVINGS PLAN401k$687.4M8,1252024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEREX CORPORATION HEALTH AND WELFARE BENEFITS PLANMixedRELIANCE INSURANCE COMPANY OF AMERICA$5.8M7,3742024
602TEREX CORPORATION GROUP ACCIDENT PLANFully InsuredACE AMERICAN INSURANCE COMPANY$24K11,3132024
601TEREX CORPORATION PREMIUM PAYMENT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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