Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OSHKOSH CORPORATION
EIN 39-0520270automotiveLatest filing 2024
Plans
5
Retirement
3
$2.34B assets
Welfare
2
$8.7M premiums
Participants
39,172
1917 FOUR WHEEL DRIVE - OSHKOSH, WI 54902920-502-3009oshkoshcorp.comLinkedIn10001+ employeesautomotive
Retirement portfolio analytics
3 plans aggregated / $2.34B assets / 21,222 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- GREAT-WEST LIFE & ANNUITY INSURANCE93%
- (Not disclosed)7%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $8.7M premiums / 21,744 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$5.1M
- Vision$1.3M
- Long-term disability$1.2M
- Health$1.1M
- Prescription drug$1.1M
- Other$366K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
59%top
- SECURIAN LIFE INSURANCE COMPANY59%
- RELIANCE STANDARD LIFE INSURANCE COMPANY14%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- KAISER FOUNDATION HEALTH PLAN INC10%
- CURALINC HEALTHCARE2%
- +2 more
Broker market share
Schedule A broker compensation
98%top
- GALLAGHER BENEFIT SERVICES, INC.98%
- AON CONSULTING INC2%
- HAYS COMPANIES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
OSHKOSH CORPORATION AND AFFILIATES TAX-DEFERRED INVESTMENT PLAN
401k
Assets$2.03B
Participants17,100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$165.8M
Participants2,386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
OSHKOSH CORPORATION TAX DEFERRED INVESTMENT PLAN FOR PRODUCTION EMPLOYEES
401k
Assets$141.4M
Participants1,736
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
OSHKOSH CORPORATION HEALTH AND WELFARE COVERAGE PLAN
Mixed - SECURIAN LIFE INSURANCE COMPANY
Premiums$8.7M
Covered lives21,744
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
OSHKOSH CORPORATION RETIREE DEFENSE 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 | |
|---|---|---|---|---|---|---|
| 003 | OSHKOSH CORPORATION AND AFFILIATES TAX-DEFERRED INVESTMENT PLAN | 401k | $2.03B | 17,100 | 2024 | |
| 002 | OSHKOSH CORPORATION HOURLY EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $165.8M | 2,386 | 2024 | |
| 004 | OSHKOSH CORPORATION TAX DEFERRED INVESTMENT PLAN FOR PRODUCTION EMPLOYEES | 401k | $141.4M | 1,736 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | OSHKOSH CORPORATION HEALTH AND WELFARE COVERAGE PLAN | Mixed | SECURIAN LIFE INSURANCE COMPANY | $8.7M | 21,744 | 2024 | |
| 506 | OSHKOSH CORPORATION RETIREE DEFENSE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans