PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. K.T.G. (USA) LP
Sponsor portfolio

K.T.G. (USA) LP

EIN 48-1280850-paper & forest products-Latest filing 2024
Plans
3
Retirement
2
$35.9M assets
Welfare
1
$3.6M premiums
Participants
1,044
400 MAHANNAH AVE - MEMPHIS, TN 38107901-260-3900ktgusa.comLinkedIn201-500 employeespaper & forest products
Plans on this EIN
3 filings
#002401k-$21.9M - 161 part#001401k-$14.0M - 427 part#501Fully Insured-$3.6M - 434 lives

Retirement portfolio analytics

2 plans aggregated / $35.9M assets / 588 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • SALARY EMPLOYEES 401(K) (#002)61%
  • USA LP 401(K) (#001)39%
Total $35.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • USA LP 401(K) (#001)427
  • SALARY EMPLOYEES 401(K) (#002)161
Total 588Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 434 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Vision$3.1M
  • Prescription drug$3.1M
  • Life$527K
  • Short-term disability$527K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA15%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $228K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

K.T.G., USA SALARY EMPLOYEES 401(K) PLAN

401k

Assets$21.9M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

K.T.G. USA LP 401(K) PLAN

401k

Assets$14.0M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

K.T.G. (USA) INC. GROUP WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002K.T.G., USA SALARY EMPLOYEES 401(K) PLAN401k$21.9M1612024
001K.T.G. USA LP 401(K) PLAN401k$14.0M4272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501K.T.G. (USA) INC. GROUP WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.6M4342024
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