Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ANDERSEN CORPORATION
EIN 41-0123208building materialsLatest filing 2025
Plans
6
Retirement
4
$3.28B assets
Welfare
2
$20.7M premiums
Participants
54,710
100 4TH AVE N MN126-01-J6A - BAYPORT, MN 550031096651-264-5548andersenwindows.comLinkedIn5001-10000 employeesbuilding materials
Retirement portfolio analytics
4 plans aggregated / $3.28B assets / 34,358 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- CHARLES SCHWAB & CO., INC.51%
- BSI27%
- (Not disclosed)21%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $20.7M premiums / 17,752 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$17.3M
- Other$12.8M
- Long-term disability$10.5M
- Vision$1.0M
- Stop-loss$25K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- HARTFORD LIFE AND ACCIDENT51%
- SECURIAN LIFE INSURANCE COMPANY33%
- RELIASTAR LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN3%
- EYEMED VISION CARE2%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ANDERSEN 401K PLAN
401k
Assets$1.69B
Participants19,059
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$890.6M
Participants10,864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ANDERSEN CORPORATION EMPLOYEES' PENSION AND RETIREMENT PLAN
TraditionalDB
Assets$681.7M
Participants3,972
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ANDERSEN PENSION PLAN
TraditionalDB
Assets$16.7M
Participants463
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ANDERSEN CORPORATION WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$13.8M
Covered lives16,736
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
ANDERSEN CORPORATION RETIREE MEDICAL PLAN
Mixed - MINNESOTA LIFE INSURANCE COMPANY
Premiums$6.9M
Covered lives1,016
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANDERSEN 401K PLAN | 401k | $1.69B | 19,059 | 2025 | |
| 003 | ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $890.6M | 10,864 | 2025 | |
| 001 | ANDERSEN CORPORATION EMPLOYEES' PENSION AND RETIREMENT PLAN | TraditionalDB | $681.7M | 3,972 | 2025 | |
| 004 | ANDERSEN PENSION PLAN | TraditionalDB | $16.7M | 463 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ANDERSEN CORPORATION WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $13.8M | 16,736 | 2025 | |
| 511 | ANDERSEN CORPORATION RETIREE MEDICAL PLAN | Mixed | MINNESOTA LIFE INSURANCE COMPANY | $6.9M | 1,016 | 2025 |
Retirement plans
Welfare plans