Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TWIN DISC, INCORPORATED
EIN 39-0667110machineryLatest filing 2024
Plans
6
Retirement
4
$131.8M assets
Welfare
2
$457K premiums
Participants
1,829
222 E ERIE STREET, SUITE 400 - MILWAUKEE, WI 53202262-638-4000twindisc.comLinkedIn501-1000 employeesmachinery
Retirement portfolio analytics
4 plans aggregated / $131.8M assets / 1,332 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- T ROWE PRICE RPS INC57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $457K premiums / 413 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$422K
- Life$417K
- Long-term disability$417K
- Vision$34K
Carrier market share
Premium dollars by Schedule A carrier
91%top
- SUN LIFE ASSURANCE COMPANY OF CANADA91%
- VISION SERVICE PLAN8%
- CURALINC HEALTHCARE1%
- HARTFORD LIFE AND ACCIDENT0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN
401k
Assets$74.8M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
TWIN DISC, INC COMBINED RETIREMENT PLAN FOR RACINE HOURLY AND SALARIED EMPLOYEES
CashBalance
Assets$51.5M
Participants851
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
ProfitSharing
Assets$4.7M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES
ProfitSharing
Assets$944K
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TWIN DISC CHOICE INSURANCE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$457K
Covered lives413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
TWIN DISC, INCORPORATED HEALTH REIMBURSEMENT ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN | 401k | $74.8M | 408 | 2024 | |
| 004 | TWIN DISC, INC COMBINED RETIREMENT PLAN FOR RACINE HOURLY AND SALARIED EMPLOYEES | CashBalance | $51.5M | 851 | 2024 | |
| 007 | TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES | ProfitSharing | $4.7M | 36 | 2024 | |
| 006 | TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES | ProfitSharing | $944K | 37 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TWIN DISC CHOICE INSURANCE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $457K | 413 | 2024 | |
| 513 | TWIN DISC, INCORPORATED HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans