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  2. A. O. SMITH CORPORATION GROUP INSURANCE PLAN
Sponsor portfolioTH

A. O. SMITH CORPORATION GROUP INSURANCE PLAN

EIN 39-0619790-consumer goods-Latest filing 2025
Plans
4
Retirement
3
$651.8M assets
Welfare
1
$7.3M premiums
Participants
12,095
PO BOX 245008 - MILWAUKEE, WI 53224414-359-4165aosmithindia.comLinkedIn10001+ employeesconsumer goods
Plans on this EIN
4 filings
#018401k-$617.7M - 6,080 part#019TraditionalDB-$18.6M - 845 part#001CashBalance-$15.6M - 0 part#501Mixed-$7.3M - 5,406 lives

Retirement portfolio analytics

3 plans aggregated / $651.8M assets / 6,925 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • RETIREMENT SECURITY PLAN (#018)95%
  • MANUFACTURING BARGAINING UNIT (#019)3%
  • SMITH RETIREMENT PLAN (#001)2%
Total $651.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SECURITY PLAN (#018)6,080
  • MANUFACTURING BARGAINING UNIT (#019)845
Total 6,925Click row to drill in

Benefits portfolio analytics

1 plan / $7.3M premiums / 5,406 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.7M
  • Long-term disability$2.1M
  • Other$2.0M
  • Vision$557K
Total $7.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HARTFORD LIFE AND ACCIDENT91%
  • VISION SERVICE PLAN8%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $7.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $294K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#018

A O SMITH RETIREMENT SECURITY PLAN

401k

Assets$617.7M
Participants6,080
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019

AMERICAN WATER HEATER COMPANY PENSION PLAN FOR THE JOHNSON CITY, TENNESSEE MANUFACTURING BARGAINING UNIT

TraditionalDB

Assets$18.6M
Participants845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

A O SMITH RETIREMENT PLAN

CashBalance

Assets$15.6M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A. O. SMITH CORPORATION GROUP INSURANCE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$7.3M
Covered lives5,406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
018A O SMITH RETIREMENT SECURITY PLAN401k$617.7M6,0802024
019AMERICAN WATER HEATER COMPANY PENSION PLAN FOR THE JOHNSON CITY, TENNESSEE MANUFACTURING BARGAINING UNITTraditionalDB$18.6M8452024
001A O SMITH RETIREMENT PLANCashBalance$15.6M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A. O. SMITH CORPORATION GROUP INSURANCE PLANMixedHARTFORD LIFE AND ACCIDENT$7.3M5,4062025
Retirement plans
Welfare plans
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