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  2. CHART INDUSTRIES, INC.
Sponsor portfolioTH

CHART INDUSTRIES, INC.

EIN 34-1712937-mechanical or industrial engineering-Latest filing 2024
Plans
4
Retirement
2
$471.4M assets
Welfare
2
$2.0M premiums
Participants
10,444
2200 AIRPORT INDUSTRIAL DRIVE, SUITE 400 - BALL GROUND, GA 30107770-721-8800chartindustries.comLinkedIn10001+ employeesmechanical or industrial engineering
Plans on this EIN
4 filings
#001401k-$428.3M - 4,689 part#005TraditionalDB-$43.1M - 681 part#501Mixed-$2.0M - 3,733 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $471.4M assets / 5,370 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • INVESTMENT AND Savings (#001)91%
  • THE CHART PENSION (#005)9%
Total $471.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE91%
  • (Not disclosed)9%
Total $471.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INVESTMENT AND Savings (#001)4,689
  • THE CHART PENSION (#005)681
Total 5,370Click row to drill in

Benefits portfolio analytics

2 plans / $2.0M premiums / 3,733 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Long-term disability$791K
  • Other$161K
Total $2.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA61%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY39%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
166%top
  • MERCER HEALTH AND BENEFITS, LLC166%
  • CENTER FOR BENEFITS MANAGEMENT, INC-66%
Total $42K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHART INDUSTRIES, INC. 401(K) INVESTMENT AND SAVINGS PLAN

401k

Assets$428.3M
Participants4,689
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

THE CHART PENSION PLAN

TraditionalDB

Assets$43.1M
Participants681
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHART INDUSTRIES INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.0M
Covered lives3,733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CHART INDUSTRIES, INC. SEVERANCE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHART INDUSTRIES, INC. 401(K) INVESTMENT AND SAVINGS PLAN401k$428.3M4,6892024
005THE CHART PENSION PLANTraditionalDB$43.1M6812024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHART INDUSTRIES INC. HEALTH & WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.0M3,7332024
503CHART INDUSTRIES, INC. SEVERANCE PLANSelf Funded-$002024
Retirement plans
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