Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
HAWORTH INTERNATIONAL, LTD.
EIN 38-2101981furnitureLatest filing 2024
Plans
5
Retirement
2
$934.7M assets
Welfare
3
$2.5M premiums
Participants
14,380
Retirement portfolio analytics
2 plans aggregated / $934.7M assets / 8,211 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- (Not disclosed)55%
- MERRILL LYNCH PIERCE FENNER & SMITH45%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $2.5M premiums / 2,722 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.2M
- Long-term disability$489K
- Other$400K
- Vision$367K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY79%
- VISION SERVICE PLAN14%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA3%
Broker market share
Schedule A broker compensation
46%top
- LOCKTON COMPANIES, LLC46%
- CUSTOM BENEFITS PROGRAM INC33%
- AON CONSULTING INC22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HAWORTH PENSION PLAN
TraditionalDB
Assets$513.6M
Participants4,368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
HAWORTH 401(K) PLAN
401k
Assets$421.0M
Participants3,843
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HAWORTH MEMBER HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives2,722
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#509
HAWORTH SEVERANCE BENEFIT PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#515
HAWORTH POST-RETIREMENT MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAWORTH PENSION PLAN | TraditionalDB | $513.6M | 4,368 | 2024 | |
| 003 | HAWORTH 401(K) PLAN | 401k | $421.0M | 3,843 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HAWORTH MEMBER HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.5M | 2,722 | 2024 | |
| 509 | HAWORTH SEVERANCE BENEFIT PROGRAM | Self Funded | - | $0 | 0 | 2024 | |
| 515 | HAWORTH POST-RETIREMENT MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans