Assets by plan
Share of aggregate retirement assets
- USA, INC. PENSION (#003)$52.0M
- PLAN AND TRUST (#004)$24.4M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $76.3M assets / 261 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $149K premiums / 226 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BORREGAARD USA, INC. PENSION PLAN | Traditional DB | $52.0M | 138 | 2025 |
| #004 | BORREGAARD USA, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN AND TRUST | 401(k) | $24.4M | 123 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BORREGAARD USA EMPLOYEE LIFE PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $75K | 113 | 2025 |
| #503 | BORREGAARD USA EMPLOYEE AD&D PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $75K | 113 | 2025 |
| #505 | BORREGAARD USA INC SHORT TERM DISABILITY | Self-funded | - | $0 | 0 | 2025 |