Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SCHLAGE LOCK COMPANY LLC
EIN 54-2139412consumer goodsLatest filing 2024
Plans
6
Retirement
3
$1.22B assets
Welfare
3
$7.1M premiums
Participants
16,631
11819 NORTH PENNSYLVANIA STREET - CARMEL, IN 46032317-810-3700schlage.comLinkedIn5001-10000 employeesconsumer goods
Retirement portfolio analytics
3 plans aggregated / $1.22B assets / 11,574 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $7.1M premiums / 9,888 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.0M
- Life$5.8M
- Long-term disability$5.8M
- Vision$1.0M
- Health$80K
- Dental$80K
Carrier market share
Premium dollars by Schedule A carrier
82%top
- AFLAC82%
- VISION SERVICE PLAN14%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA2%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
84%top
- WILLIS TOWERS WATSON US LLC84%
- REUBEN WARNER ASSOCIATES, INC.16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SCHLAGE LOCK COMPANY LLC EMPLOYEE SAVINGS PLAN
401k
Assets$976.1M
Participants6,632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SCHLAGE LOCK COMPANY LLC PENSION PLAN
TraditionalDB
Assets$227.8M
Participants4,376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SCHLAGE LOCK COMPANY LLC EMPLOYEE SAVINGS PLAN FOR BARGAINED EMPLOYEES
401k
Assets$14.6M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCHLAGE LOCK COMPANY LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$3.6M
Covered lives5,885
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550
SCHLAGE LOCK COMPANY & AFFILIATES WELFARE BENEFIT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$3.5M
Covered lives4,003
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SCHLAGE LOCK COMPANY LLC POST-65 RETIREE MEDICAL HEALTH REIMBURSEMENT ACCOUNT 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 | SCHLAGE LOCK COMPANY LLC EMPLOYEE SAVINGS PLAN | 401k | $976.1M | 6,632 | 2024 | |
| 001 | SCHLAGE LOCK COMPANY LLC PENSION PLAN | TraditionalDB | $227.8M | 4,376 | 2024 | |
| 003 | SCHLAGE LOCK COMPANY LLC EMPLOYEE SAVINGS PLAN FOR BARGAINED EMPLOYEES | 401k | $14.6M | 566 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHLAGE LOCK COMPANY LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | CONTINENTAL AMERICAN INSURANCE COMPANY | $3.6M | 5,885 | 2024 | |
| 550 | SCHLAGE LOCK COMPANY & AFFILIATES WELFARE BENEFIT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | Mixed | CONTINENTAL AMERICAN INSURANCE COMPANY | $3.5M | 4,003 | 2024 | |
| 503 | SCHLAGE LOCK COMPANY LLC POST-65 RETIREE MEDICAL HEALTH REIMBURSEMENT ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans