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  2. BORREGAARD USA, INC.
Sponsor portfolioTH

BORREGAARD USA, INC.

EIN 39-1420133-Latest filing 2025
Plans
5
Retirement
2
$71.0M assets
Welfare
3
$149K premiums
Participants
699
100 GRAND AVENUE - ROTHSCHILD, WI 54474715-359-6544
Plans on this EIN
5 filings
#003TraditionalDB-$47.1M - 145 part#004401k-$23.9M - 115 part#501Fully Insured-$75K - 113 lives#503Fully Insured-$75K - 113 lives#505Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $71.0M assets / 260 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • USA, INC. PENSION (#003)66%
  • PLAN AND TRUST (#004)34%
Total $71.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • USA, INC. PENSION (#003)145
  • PLAN AND TRUST (#004)115
Total 260Click row to drill in

Benefits portfolio analytics

3 plans / $149K premiums / 226 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$75K
  • Other$75K
Total $149K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $149K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BORREGAARD USA, INC. PENSION PLAN

TraditionalDB

Assets$47.1M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BORREGAARD USA, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN AND TRUST

401k

Assets$23.9M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BORREGAARD USA EMPLOYEE LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$75K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BORREGAARD USA EMPLOYEE AD&D PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$75K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BORREGAARD USA INC SHORT TERM DISABILITY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BORREGAARD USA, INC. PENSION PLANTraditionalDB$47.1M1452024
004BORREGAARD USA, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN AND TRUST401k$23.9M1152024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BORREGAARD USA EMPLOYEE LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$75K1132025
503BORREGAARD USA EMPLOYEE AD&D PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$75K1132025
505BORREGAARD USA INC SHORT TERM DISABILITYSelf Funded-$002025
Retirement plans
Welfare plans
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