Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VALMET, INC.
EIN 56-1508400ManufacturingLatest filing 2024
Plans
4
Retirement
3
$664.4M assets
Welfare
1
$3.2M premiums
Participants
8,611
3720 DAVINCI COURT, SUITE 300 - NORCROSS, GA 30092770-263-7863
Retirement portfolio analytics
3 plans aggregated / $664.4M assets / 6,372 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.2M premiums / 3,722 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.0M
- Other$2.0M
- Long-term disability$673K
- Vision$546K
Carrier market share
Premium dollars by Schedule A carrier
62%top
- RELIASTAR LIFE INSURANCE COMPANY62%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
- EYEMED VISION CARE17%
Broker market share
Schedule A broker compensation
50%top
- CUSTOM BENEFIT PROGRAMS INC50%
- AON CONSULTING INC50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#024
VALMET, INC. RETIREMENT SAVINGS PLAN
401k
Assets$431.6M
Participants2,750
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
VALMET INC, DEFINED BENEFIT PLAN
TraditionalDB
Assets$146.7M
Participants1,081
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VALMET, INC. PENSION PLAN AND TRUST
MoneyPurchase
Assets$86.1M
Participants2,541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VALMET, INC. HEALTH AND WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$3.2M
Covered lives3,722
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 024 | VALMET, INC. RETIREMENT SAVINGS PLAN | 401k | $431.6M | 2,750 | 2024 | |
| 333 | VALMET INC, DEFINED BENEFIT PLAN | TraditionalDB | $146.7M | 1,081 | 2024 | |
| 001 | VALMET, INC. PENSION PLAN AND TRUST | MoneyPurchase | $86.1M | 2,541 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VALMET, INC. HEALTH AND WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $3.2M | 3,722 | 2024 |
Retirement plans
Welfare plans