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Sponsor portfolio

DANFOSS POWER SOLUTIONS (US) COMPANY

EIN 42-1345015-Latest filing 2025
Plans
6
Retirement
4
$750.6M assets
Welfare
2
$6.2M premiums
Participants
12,428
2800 EAST 13TH STREET - AMES, IA 500108600515-239-6000
Plans on this EIN
6 filings
#003401k-$564.0M - 4,379 part#001CashBalance-$150.8M - 2,648 part#002TraditionalDB-$19.2M - 235 part#004401k-$16.7M - 46 part#520Mixed-$6.2M - 7,660 lives#501Mixed-$5K - 40 lives

Retirement portfolio analytics

4 plans aggregated / $750.6M assets / 7,308 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DANFOSS USA Savings (#003)75%
  • EMPLOYEES' RETIREMENT PLAN (#001)20%
  • LOCAL UNION 28 (#002)3%
  • POWER SOLUTIONS Savings (#004)2%
Total $750.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
75%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE75%
  • MERCER20%
  • (Not disclosed)5%
Total $750.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DANFOSS USA Savings (#003)4,379
  • EMPLOYEES' RETIREMENT PLAN (#001)2,648
  • LOCAL UNION 28 (#002)235
  • POWER SOLUTIONS Savings (#004)46
Total 7,308Click row to drill in

Benefits portfolio analytics

2 plans / $6.2M premiums / 7,700 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.6M
  • Stop-loss$2.0M
  • Long-term disability$949K
  • Vision$644K
Total $6.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • SECURIAN LIFE INSURANCE COMPANY42%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA32%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
  • EYEMED VISION CARE10%
Total $6.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • CREATIVA ASSOCIATES FINANCIAL & INS69%
  • MARSH & MCLENNAN AGENCY LLC31%
Total $326K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DANFOSS USA SAVINGS PLAN

401k

Assets$564.0M
Participants4,379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DANFOSS POWER SOLUTIONS EMPLOYEES' RETIREMENT PLAN

CashBalance

Assets$150.8M
Participants2,648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FACTORY PENSION PLAN OF DANFOSS POWER SOLUTIONS(LASALLE) AND INTL UNION, UNITED AUTOMOBILE, AEROSPACE AND AGRIC WKERS OF AM LOCAL UNION 28

TraditionalDB

Assets$19.2M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DANFOSS POWER SOLUTIONS SAVINGS PLAN

401k

Assets$16.7M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

DANFOSS US HEALTH AND WELFARE PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$6.2M
Covered lives7,660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DANFOSS POWER SOLUTIONS RETIREE MEDICAL BENEFITS PLAN

Mixed - EYEMED VISION CARE

Premiums$5K
Covered lives40
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003DANFOSS USA SAVINGS PLAN401k$564.0M4,3792024
001DANFOSS POWER SOLUTIONS EMPLOYEES' RETIREMENT PLANCashBalance$150.8M2,6482024
002FACTORY PENSION PLAN OF DANFOSS POWER SOLUTIONS(LASALLE) AND INTL UNION, UNITED AUTOMOBILE, AEROSPACE AND AGRIC WKERS OF AM LOCAL UNION 28TraditionalDB$19.2M2352024
004DANFOSS POWER SOLUTIONS SAVINGS PLAN401k$16.7M462024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
520DANFOSS US HEALTH AND WELFARE PLANMixedSECURIAN LIFE INSURANCE COMPANY$6.2M7,6602025
501DANFOSS POWER SOLUTIONS RETIREE MEDICAL BENEFITS PLANMixedEYEMED VISION CARE$5K402025
Retirement plans
Welfare plans
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