Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
TraditionalDB
MoneyPurchase
401k
401k
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 015 | KITO CROSBY 401(K) RETIREMENT SAVINGS PLAN FOR NON-UNION EE'S | 401k | $34.3M | 1,081 | 2024 | |
| 004 | THE CROSBY GROUP HOURLY EMPLOYEES INVESTMENT-PLUS PLAN | 401k | $28.4M | 481 | 2024 | |
| 002 | PENSION PLAN OF FKI INDUSTRIES INC. FOR UNITED STEELWORKERS OF AMERICA | TraditionalDB | $20.1M | 340 | 2024 | |
| 003 | THE CROSBY GROUP HOURLY EMPLOYEES PENSION PLUS PLAN | MoneyPurchase | $16.8M | 560 | 2024 | |
| 017 | PEERLESS CHAIN COMPANY UNION 401(K) RETIREMENT SAVINGS PLAN | 401k | $10.3M | 225 | 2024 | |
| 016 | ACCO 401(K) RETIREMENT SAVINGS PLAN FOR UNION EMPLOYEES | 401k | $501K | 90 | 2024 | |
| 018 | PEERLESS CHAIN COMPANY 401(K) RETIREMENT SAVINGS PLAN FOR NON-UNION EMPLOYEES | 401k | $81 | 1 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | THE KITO CROSBY NON-UNION WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.2M | 965 | 2024 | |
| 514 | THE KITO CROSBY PEERLESS WINONA UNION WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.2M | 965 | 2024 | |
| 515 | THE KITO CROSBY UNION 568 WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.2M | 965 | 2024 | |
| 516 | THE KITO CROSBY UNION 886 WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.2M | 0 | 2024 | |
| 517 | THE KITO CROSBY PEERLESS NON-UNION WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.2M | 965 | 2024 | |
| 513 | THE KITO CROSBY PEERLESS MT. PLEASANT UNION WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $525K | 0 | 2024 | |
| 511 | THE KITO CROSBY ACCO YORK UNION WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $252K | 0 | 2024 | |
| 512 | THE KITO CROSBY ACCO ATTALLA UNION WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $252K | 0 | 2024 |