Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VOITH US INC.
EIN 39-2042166ManufacturingLatest filing 2024
Plans
3
Retirement
2
$455.3M assets
Welfare
1
$1.8M premiums
Participants
4,541
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $455.3M assets / 2,708 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 1,823 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$894K
- Long-term disability$438K
- Other$309K
- Vision$178K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY75%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA15%
- FIDELITY SECURITY LIFE INSURANCE COMPANY10%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
65%top
- CUSTOM BENEFIT PROGRAMS INC65%
- AON CONSULTING INC35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VOITH EMPLOYEE SAVINGS PLAN
401k
Assets$419.0M
Participants2,387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
VOITH EMPLOYEE SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES
401k
Assets$36.2M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VOITH US, INC. EMPLOYEE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives1,823
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VOITH EMPLOYEE SAVINGS PLAN | 401k | $419.0M | 2,387 | 2024 | |
| 012 | VOITH EMPLOYEE SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES | 401k | $36.2M | 321 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VOITH US, INC. EMPLOYEE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.8M | 1,823 | 2024 |
Retirement plans
Welfare plans