Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KERRY INC.
EIN 51-0274193import and exportLatest filing 2024
Plans
5
Retirement
3
$672.1M assets
Welfare
2
$6.1M premiums
Participants
12,958
Retirement portfolio analytics
3 plans aggregated / $672.1M assets / 8,087 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
90%top
- GREAT-WEST LIFE & ANNUITY INSURANCE90%
- JOHN HANCOCK LIFE INSURANCE COMPANY10%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.1M premiums / 5,425 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.2M
- Life$3.5M
- Long-term disability$3.5M
- Health$1.4M
- Prescription drug$1.4M
- Vision$488K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
57%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA57%
- BLUE CROSS OF CALIFORNIA22%
- RELIASTAR LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN8%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KERRY INC. SAVINGS PLAN
401k
Assets$604.2M
Participants6,528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KERRY INC. EMPLOYEES RETIREMENT PLAN
CashBalance
Assets$67.9M
Participants1,557
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
KERRY INGREDIENTS 401(K) OVERFLOW PLAN
OtherDC
Assets$28K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KERRY INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$6.1M
Covered lives5,425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550
KERRY HEALTHCARE REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KERRY INC. SAVINGS PLAN | 401k | $604.2M | 6,528 | 2024 | |
| 001 | KERRY INC. EMPLOYEES RETIREMENT PLAN | CashBalance | $67.9M | 1,557 | 2024 | |
| 004 | KERRY INGREDIENTS 401(K) OVERFLOW PLAN | OtherDC | $28K | 2 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KERRY INC. HEALTH AND WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6.1M | 5,425 | 2024 | |
| 550 | KERRY HEALTHCARE REIMBURSEMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans