Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ANDERSEN CORPORATION
EIN 41-0123208building materialsLatest filing 2024
Plans
6
Retirement
4
$3.22B assets
Welfare
2
$19.6M premiums
Participants
56,591
100 4TH AVE N MN126-01-J6A - BAYPORT, MN 550031096651-264-5548andersenwindows.comLinkedIn5001-10000 employeesbuilding materials
Retirement portfolio analytics
4 plans aggregated / $3.22B assets / 36,941 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
45%top
- CHARLES SCHWAB & CO., INC.45%
- BSI30%
- (Not disclosed)25%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $19.6M premiums / 17,014 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$16.5M
- Other$12.4M
- Long-term disability$10.3M
- Vision$954K
- Stop-loss$44K
Carrier market share
Premium dollars by Schedule A carrier
52%top
- HARTFORD LIFE AND ACCIDENT52%
- SECURIAN LIFE INSURANCE COMPANY32%
- RELIASTAR LIFE INSURANCE COMPANY9%
- 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$1.46B
Participants18,373
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$962.7M
Participants11,933
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$773.1M
Participants5,523
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ANDERSEN PENSION PLAN
TraditionalDB
Assets$27.1M
Participants1,112
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$13.3M
Covered lives16,010
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
ANDERSEN CORPORATION RETIREE MEDICAL PLAN
Mixed - MINNESOTA LIFE INSURANCE COMPANY
Premiums$6.3M
Covered lives1,004
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 | $1.46B | 18,373 | 2024 | |
| 003 | ANDERSEN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $962.7M | 11,933 | 2024 | |
| 001 | ANDERSEN CORPORATION EMPLOYEES' PENSION AND RETIREMENT PLAN | TraditionalDB | $773.1M | 5,523 | 2024 | |
| 004 | ANDERSEN PENSION PLAN | TraditionalDB | $27.1M | 1,112 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ANDERSEN CORPORATION WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $13.3M | 16,010 | 2024 | |
| 511 | ANDERSEN CORPORATION RETIREE MEDICAL PLAN | Mixed | MINNESOTA LIFE INSURANCE COMPANY | $6.3M | 1,004 | 2024 |
Retirement plans
Welfare plans