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  2. TRIUMPH GROUP, INC.
Sponsor portfolioTH

TRIUMPH GROUP, INC.

EIN 51-0347963-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$2.05B assets
Welfare
1
$38.1M premiums
Participants
15,315
555 E. LANCASTER AVE., #400 - RADNOR, PA 19087610-251-1000
Plans on this EIN
3 filings
#101TraditionalDB-$1.22B - 7,420 part#001401k-$835.5M - 5,170 part#502Mixed-$38.1M - 3,295 lives

Retirement portfolio analytics

2 plans aggregated / $2.05B assets / 12,590 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • HOURLY RETIREMENT PLAN (#101)59%
  • INC. 401K PLAN (#001)41%
Total $2.05BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • (Not disclosed)59%
  • THE VANGUARD GROUP, INC.41%
Total $2.05BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOURLY RETIREMENT PLAN (#101)7,420
  • INC. 401K PLAN (#001)5,170
Total 12,590Click row to drill in

Benefits portfolio analytics

1 plan / $38.1M premiums / 3,295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$33.3M
  • Dental$10.1M
  • Prescription drug$8.0M
  • Life$1.6M
  • Other$892K
  • Vision$423K
Total $38.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
27%top
  • UNITEDHEALTHCARE INSURANCE COMPANY27%
  • AETNA LIFE INSURANCE COMPANY23%
  • BLUE CROSS OF CALIFORNIA21%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
  • HARTFORD LIFE AND ACCIDENT6%
  • +3 more
Total $38.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • AON CONSULTING INC76%
  • MERCER HEALTH AND BENEFITS, LLC10%
  • HEWITT INSURANCE BROKERAGE LLC8%
  • JENNIFER N BUCK6%
Total $1.0M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#101

VOUGHT AIRCRAFT INDUSTRIES, INC. HOURLY RETIREMENT PLAN

TraditionalDB

Assets$1.22B
Participants7,420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TRIUMPH GROUP, INC. 401K PLAN

401k

Assets$835.5M
Participants5,170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRIUMPH GROUP, INC. WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$38.1M
Covered lives3,295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
101VOUGHT AIRCRAFT INDUSTRIES, INC. HOURLY RETIREMENT PLANTraditionalDB$1.22B7,4202024
001TRIUMPH GROUP, INC. 401K PLAN401k$835.5M5,1702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRIUMPH GROUP, INC. WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$38.1M3,2952024
Retirement plans
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