Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOO LINE RAILROAD COMPANY
EIN 41-6009079railroad manufactureLatest filing 2024
Plans
3
Retirement
2
$420.0M assets
Welfare
1
$4.5M premiums
Participants
8,844
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $420.0M assets / 5,158 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.5M premiums / 6,142 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.4M
- Other$2.4M
- Long-term disability$2.1M
- Health$1.8M
- Stop-loss$1.6M
- Vision$273K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
53%top
- HARTFORD LIFE AND ACCIDENT53%
- BLUE CROSS OF CALIFORNIA35%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
99%top
- LOCKTON COMPANIES, LLC99%
- BUSINESSOLVER.COM, INC.1%
- BENEFITFOCUS.COM, INC.0%
- MERCER HEALTH AND BENEFITS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CP 401(K) SAVINGS PLAN
401k
Assets$298.7M
Participants3,784
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CANADIAN PACIFIC PENSION PLAN FOR U.S. MANAGEMENT EMPLOYEES
TraditionalDB
Assets$121.3M
Participants1,374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#554
CPKC HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$4.5M
Covered lives6,142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CP 401(K) SAVINGS PLAN | 401k | $298.7M | 3,784 | 2024 | |
| 001 | CANADIAN PACIFIC PENSION PLAN FOR U.S. MANAGEMENT EMPLOYEES | TraditionalDB | $121.3M | 1,374 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 554 | CPKC HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $4.5M | 6,142 | 2024 |
Retirement plans
Welfare plans