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  2. DONALDSON COMPANY, INC.
Sponsor portfolioTH

DONALDSON COMPANY, INC.

EIN 41-0222640-mechanical or industrial engineering-Latest filing 2025
Plans
5
Retirement
3
$1.21B assets
Welfare
2
$3.6M premiums
Participants
15,646
PO BOX 1299 - MINNEAPOLIS, MN 554401299952-887-3333donaldson.comLinkedIn10001+ employeesmechanical or industrial engineering
Plans on this EIN
5 filings
#007ESOP-$942.7M - 5,936 part#001CashBalance-$174.4M - 2,170 part#003TraditionalDB-$96.6M - 1,410 part#503Mixed-$3.6M - 13,296 lives#525Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.21B assets / 9,516 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • EMPLOYEE STOCK OWNERSHIP (#007)78%
  • SALARIED EMPLOYEES PENSION (#001)14%
  • HOURLY EMPLOYEES PENSION (#003)8%
Total $1.21BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#007)5,936
  • SALARIED EMPLOYEES PENSION (#001)2,170
  • HOURLY EMPLOYEES PENSION (#003)1,410
Total 9,516Click row to drill in

Benefits portfolio analytics

2 plans / $3.6M premiums / 13,296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.5M
  • Life$1.8M
  • Long-term disability$651K
  • Vision$449K
  • Health$14K
  • Prescription drug$14K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • SECURIAN LIFE INSURANCE COMPANY49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY18%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • VISION SERVICE PLAN13%
  • AETNA LIFE INSURANCE COMPANY5%
  • +2 more
Total $3.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • USI INSURANCE SERVICES LLC89%
  • BENE RE LLC11%
Total $292K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$942.7M
Participants5,936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DONALDSON COMPANY, INC. SALARIED EMPLOYEES PENSION PLAN

CashBalance

Assets$174.4M
Participants2,170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DONALDSON COMPANY, INC. HOURLY EMPLOYEES PENSION PLAN

TraditionalDB

Assets$96.6M
Participants1,410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DONALDSON COMPANY, INC. COMPREHENSIVE WELFARE BENEFIT PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives13,296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

DONALDSON COMPANY, INC. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
007DONALDSON COMPANY, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLANESOP$942.7M5,9362025
001DONALDSON COMPANY, INC. SALARIED EMPLOYEES PENSION PLANCashBalance$174.4M2,1702025
003DONALDSON COMPANY, INC. HOURLY EMPLOYEES PENSION PLANTraditionalDB$96.6M1,4102025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DONALDSON COMPANY, INC. COMPREHENSIVE WELFARE BENEFIT PLANMixedSECURIAN LIFE INSURANCE COMPANY$3.6M13,2962025
525DONALDSON COMPANY, INC. SEVERANCE PLANSelf Funded-$002025
Retirement plans
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