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  2. ALBEMARLE CORPORATION
Sponsor portfolioTH

ALBEMARLE CORPORATION

EIN 54-1692118-chemicals-Latest filing 2024
Plans
4
Retirement
3
$1.45B assets
Welfare
1
$11.7M premiums
Participants
9,600
4250 CONGRESS STREET, STE 900, SUITE 900 - CHARLOTTE, NC 28209980-299-5700albemarle.comLinkedIn5001-10000 employeeschemicals
Plans on this EIN
4 filings
#002ESOP-$960.9M - 3,783 part#003TraditionalDB-$482.4M - 3,433 part#001TraditionalDB-$6.7M - 0 part#501Fully Insured-$11.7M - 5,370 lives

Retirement portfolio analytics

3 plans aggregated / $1.45B assets / 7,216 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CORPORATION RETIREMENT Savings (#002)66%
  • CORPORATION REPRESENTED PENSIO... (#003)33%
  • ALBEMARLE CORPORATION PENSION (#001)0%
Total $1.45BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • MERRILL LYNCH PIERCE FENNER & SMITH66%
  • (Not disclosed)34%
Total $1.45BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT Savings (#002)3,783
  • CORPORATION REPRESENTED PENSIO... (#003)3,433
Total 7,216Click row to drill in

Benefits portfolio analytics

1 plan / $11.7M premiums / 5,370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$10.4M
  • Life$9.5M
  • Long-term disability$9.5M
  • Dental$9.3M
  • Vision$9.3M
  • Short-term disability$9.3M
  • +1 more
Total $11.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • METROPOLITAN LIFE INSURANCE COMPANY81%
  • UNITEDHEALTHCARE INSURANCE COMPANY10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • MODERN HEALTH3%
Total $11.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • LOCKTON COMPANIES, LLC81%
  • MERCER HEALTH AND BENEFITS, LLC12%
  • SAGS JOINT VENTURE7%
  • WORKPLACE SOLUTIONS, INC.0%
  • BEAU DAVID BOUDREAUX0%
Total $344K5 slices

Plan deep-dives

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

ALBEMARLE CORPORATION RETIREMENT SAVINGS PLAN

ESOP

Assets$960.9M
Participants3,783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALBEMARLE CORPORATION REPRESENTED PENSION PLAN

TraditionalDB

Assets$482.4M
Participants3,433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALBEMARLE CORPORATION PENSION PLAN

TraditionalDB

Assets$6.7M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALBEMARLE CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$11.7M
Covered lives5,370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002ALBEMARLE CORPORATION RETIREMENT SAVINGS PLANESOP$960.9M3,7832024
003ALBEMARLE CORPORATION REPRESENTED PENSION PLANTraditionalDB$482.4M3,4332024
001ALBEMARLE CORPORATION PENSION PLANTraditionalDB$6.7M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALBEMARLE CORPORATION HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$11.7M5,3702024
Retirement plans
Welfare plans
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