Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KOHLER CO. & SUBSIDIARIES
EIN 39-0402810ManufacturingLatest filing 2024
Plans
5
Retirement
3
$2.79B assets
Welfare
2
$6.5M premiums
Participants
57,094
444 HIGHLAND DRIVE, MAIL STOP 007 - KOHLER, WI 530441515920-457-4442
Retirement portfolio analytics
3 plans aggregated / $2.79B assets / 34,488 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.5M premiums / 22,606 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.8M
- Life$3.6M
- Short-term disability$2.0M
- Dental$1.2M
Carrier market share
Premium dollars by Schedule A carrier
55%top
- METROPOLITAN LIFE INSURANCE COMPANY55%
- RELIASTAR LIFE INSURANCE COMPANY26%
- DELTA DENTAL OF CALIFORNIA18%
- ACE AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
49%top
- LOCKTON COMPANIES, LLC49%
- AON CONSULTING INC49%
- MERCER HEALTH AND BENEFITS, LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
KOHLER CO. PENSION PLAN
TraditionalDB
Assets$1.75B
Participants23,486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES
401k
Assets$781.3M
Participants5,160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
KOHLER CO. 401(K) SAVINGS PLAN
401k
Assets$263.9M
Participants5,842
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#527
KOHLER CO. GROUP BENEFIT PLANS
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4.9M
Covered lives19,749
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
KOHLER CO. GROUP INS PLAN (LIFE & MED) FOR RETIREES (EXCEL. WI MFG MED)
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives2,857
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | KOHLER CO. PENSION PLAN | TraditionalDB | $1.75B | 23,486 | 2024 | |
| 006 | KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES | 401k | $781.3M | 5,160 | 2024 | |
| 007 | KOHLER CO. 401(K) SAVINGS PLAN | 401k | $263.9M | 5,842 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 527 | KOHLER CO. GROUP BENEFIT PLANS | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $4.9M | 19,749 | 2024 | |
| 501 | KOHLER CO. GROUP INS PLAN (LIFE & MED) FOR RETIREES (EXCEL. WI MFG MED) | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.5M | 2,857 | 2024 |
Retirement plans
Welfare plans