Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WHIRLPOOL CORPORATION
EIN 38-1490038consumer goodsLatest filing 2024
Plans
6
Retirement
3
$5.20B assets
Welfare
3
$10.0M premiums
Participants
85,666
2000 NORTH M-63, MAIL DROP 2070 - BENTON HARBOR, MI 490222632269-923-5000whirlpoolcorp.comLinkedIn10001+ employeesconsumer goods
Retirement portfolio analytics
3 plans aggregated / $5.20B assets / 49,179 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
66%top
- THE VANGUARD GROUP, INC.66%
- (Not disclosed)34%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $10.0M premiums / 30,101 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$7.8M
- Life$7.1M
- Vision$2.2M
- Health$368K
- Dental$368K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- METROPOLITAN LIFE INSURANCE COMPANY74%
- VISION SERVICE PLAN22%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
76%top
- MERCER HEALTH AND BENEFITS, LLC76%
- WILLIS TOWERS WATSON US LLC24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WHIRLPOOL 401(K) RETIREMENT PLAN
ESOP
Assets$3.45B
Participants24,954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#107
WHIRLPOOL TAMMY EMPLOYEES PENSION PLAN
CashBalance
Assets$1.75B
Participants24,197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#052
WHIRLPOOL CORPORATION PUERTO RICO SALARY SAVINGS PLAN
ProfitSharing
Assets$860K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WHIRLPOOL CORPORATION GROUP BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$10.0M
Covered lives30,101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
WHIRLPOOL CORPORATION GROUP BENEFIT PLAN FOR RETIREES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
WHIRLPOOL CORPORATION AND SUBSIDIARIES EMPLOYEE SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WHIRLPOOL 401(K) RETIREMENT PLAN | ESOP | $3.45B | 24,954 | 2024 | |
| 107 | WHIRLPOOL TAMMY EMPLOYEES PENSION PLAN | CashBalance | $1.75B | 24,197 | 2024 | |
| 052 | WHIRLPOOL CORPORATION PUERTO RICO SALARY SAVINGS PLAN | ProfitSharing | $860K | 28 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WHIRLPOOL CORPORATION GROUP BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $10.0M | 30,101 | 2024 | |
| 501 | WHIRLPOOL CORPORATION GROUP BENEFIT PLAN FOR RETIREES | Self Funded | - | $0 | 0 | 2024 | |
| 525 | WHIRLPOOL CORPORATION AND SUBSIDIARIES EMPLOYEE SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans