PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. R. T. VANDERBILT HOLDING COMPANY, INC.
Sponsor portfolio

R. T. VANDERBILT HOLDING COMPANY, INC.

EIN 46-1031856-Manufacturing-Latest filing 2025
Plans
4
Retirement
3
$101.1M assets
Welfare
1
$376K premiums
Participants
1,172
30 WINFIELD STREET - NORWALK, CT 06855203-295-2141
Plans on this EIN
4 filings
#003401k-$74.9M - 332 part#004401k-$13.3M - 177 part#002TraditionalDB-$12.9M - 90 part#501Mixed-$376K - 385 lives

Retirement portfolio analytics

3 plans aggregated / $101.1M assets / 599 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • COMPANY, INC. 401(K) (#003)74%
  • EMPLOYEE 401(K) Savings (#004)13%
  • HOLDING COMPANY PENSION (#002)13%
Total $101.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY, INC. 401(K) (#003)332
  • EMPLOYEE 401(K) Savings (#004)177
  • HOLDING COMPANY PENSION (#002)90
Total 599Click row to drill in

Benefits portfolio analytics

1 plan / $376K premiums / 385 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$208K
  • Long-term disability$143K
  • Other$25K
Total $376K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $376K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $6K1 slice

Plan deep-dives

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

R.T. VANDERBILT HOLDING COMPANY, INC. 401(K) PLAN

401k

Assets$74.9M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

R.T. VANDERBILT HOLDING COMPANY, INC. HOURLY EMPLOYEE 401(K) SAVINGS PLAN

401k

Assets$13.3M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

R. T. VANDERBILT HOLDING COMPANY PENSION PLAN

TraditionalDB

Assets$12.9M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP INSURANCE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$376K
Covered lives385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003R.T. VANDERBILT HOLDING COMPANY, INC. 401(K) PLAN401k$74.9M3322024
004R.T. VANDERBILT HOLDING COMPANY, INC. HOURLY EMPLOYEE 401(K) SAVINGS PLAN401k$13.3M1772024
002R. T. VANDERBILT HOLDING COMPANY PENSION PLANTraditionalDB$12.9M902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP INSURANCE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$376K3852024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica