Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KONE INC.
EIN 36-2357423ManufacturingLatest filing 2024
Plans
3
Retirement
2
$633.8M assets
Welfare
1
$2.3M premiums
Participants
7,633
3333 WARRENVILLE ROAD, SUITE 700 - LISLE, IL 60532630-955-4500
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $633.8M assets / 5,660 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 2,298 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Long-term disability$345K
- Vision$331K
- Life$238K
- Health$137K
- Dental$137K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
62%top
- SECURIAN LIFE INSURANCE COMPANY62%
- HARTFORD LIFE AND ACCIDENT15%
- VISION SERVICE PLAN15%
- HAWAII MEDICAL SERVICE ASSOCIATION6%
- MAGELLAN HEALTHCARE2%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
KONE INC. EMPLOYEE SAVINGS PLAN
401k
Assets$467.4M
Participants2,602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KONE INC. EMPLOYEES' RETIREMENT PLAN
CashBalance
Assets$166.4M
Participants3,058
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KONE INC. WELFARE AND FRINGE BENEFIT PLAN
Mixed - SECURIAN LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives2,298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | KONE INC. EMPLOYEE SAVINGS PLAN | 401k | $467.4M | 2,602 | 2024 | |
| 001 | KONE INC. EMPLOYEES' RETIREMENT PLAN | CashBalance | $166.4M | 3,058 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KONE INC. WELFARE AND FRINGE BENEFIT PLAN | Mixed | SECURIAN LIFE INSURANCE COMPANY | $2.3M | 2,298 | 2024 |
Retirement plans
Welfare plans