Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLARIOS, LLC
EIN 39-1684871automotiveLatest filing 2024
Plans
3
Retirement
2
$581.3M assets
Welfare
1
$5.0M premiums
Participants
15,089
5757 N GREEN BAY AVENUE - GLENDALE, WI 532094408414-524-2544clarios.comLinkedIn10001+ employeesautomotive
Retirement portfolio analytics
2 plans aggregated / $581.3M assets / 9,514 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.0M premiums / 8,588 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.5M
- Health$1.5M
- Other$1.4M
- Life$1.3M
- Short-term disability$667K
- Long-term disability$667K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
40%top
- METROPOLITAN LIFE INSURANCE COMPANY40%
- EYEMED VISION CARE30%
- KAISER FOUNDATION HEALTH PLAN INC26%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- ACE AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
80%top
- MERCER HEALTH AND BENEFITS, LLC80%
- HOLMES MURPHY & ASSOCIATES20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLARIOS RETIREMENT SAVINGS AND INVESTMENT PLAN
ProfitSharing
Assets$333.6M
Participants6,085
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016
CLARIOS PENSION PLAN BATTERY DIVISION HOURLY EMPLOYEES
TraditionalDB
Assets$247.7M
Participants3,429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLARIOS FLEXIBLE BENEFITS PROGRAM
Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO
Premiums$5.0M
Covered lives8,588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLARIOS RETIREMENT SAVINGS AND INVESTMENT PLAN | ProfitSharing | $333.6M | 6,085 | 2024 | |
| 016 | CLARIOS PENSION PLAN BATTERY DIVISION HOURLY EMPLOYEES | TraditionalDB | $247.7M | 3,429 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLARIOS FLEXIBLE BENEFITS PROGRAM | Fully Insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $5.0M | 8,588 | 2024 |
Retirement plans
Welfare plans