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  2. ACCO BRANDS CORPORATION
Sponsor portfolio

ACCO BRANDS CORPORATION

EIN 36-2704017-consumer goods-Latest filing 2024
Plans
5
Retirement
2
$532.8M assets
Welfare
3
$3.3M premiums
Participants
13,207
FOUR CORPORATE DRIVE - LAKE ZURICH, IL 60047847-541-9500accobrands.comLinkedIn5001-10000 employeesconsumer goods
Plans on this EIN
5 filings
#002401k-$381.5M - 2,436 part#010TraditionalDB-$151.3M - 3,534 part#520Mixed-$3.2M - 5,048 lives#521Mixed-$102K - 290 lives#517Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $532.8M assets / 5,970 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • BRANDS CORPORATION 401(K) (#002)72%
  • BRANDS CORPORATION PENSION (#010)28%
Total $532.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BRANDS CORPORATION PENSION (#010)3,534
  • BRANDS CORPORATION 401(K) (#002)2,436
Total 5,970Click row to drill in

Benefits portfolio analytics

3 plans / $3.3M premiums / 5,338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$629K
  • Other$586K
  • Prescription drug$533K
  • Long-term disability$249K
  • Vision$122K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • BLUE CROSS OF CALIFORNIA53%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY28%
  • STANDARD INSURANCE COMPANY8%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • +1 more
Total $3.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • NFP INSURANCE SERVICES INC72%
  • TOTALIS BENEFITS20%
  • AON CONSULTING INC4%
  • ALIGHT SOLUTIONS2%
  • USI INSURANCE SERVICES LLC2%
Total $142K5 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

ACCO BRANDS CORPORATION 401(K) PLAN

401k

Assets$381.5M
Participants2,436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

ACCO BRANDS CORPORATION PENSION PLAN

TraditionalDB

Assets$151.3M
Participants3,534
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

ACCO BRANDS CORPORATION CONSOLIDATED HEALTH AND WELFARE PLAN

Mixed - HIGHMARK BLUECROSS BLUESHIELD

Premiums$3.2M
Covered lives5,048
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

ACCO BRANDS RETIREE HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$102K
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

ACCO BRANDS SEVERANCE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ACCO BRANDS CORPORATION 401(K) PLAN401k$381.5M2,4362024
010ACCO BRANDS CORPORATION PENSION PLANTraditionalDB$151.3M3,5342024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
520ACCO BRANDS CORPORATION CONSOLIDATED HEALTH AND WELFARE PLANMixedHIGHMARK BLUECROSS BLUESHIELD$3.2M5,0482024
521ACCO BRANDS RETIREE HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$102K2902024
517ACCO BRANDS SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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