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  2. ACUITY BRANDS, INC.
Sponsor portfolioTH

ACUITY BRANDS, INC.

EIN 58-2632672-Management of Companies and Enterprises-Latest filing 2024
Plans
10
Retirement
5
$685.7M assets
Welfare
5
$9.6M premiums
Participants
34,836
1170 PEACHTREE STREET, N.E., SUITE 1200 - ATLANTA, GA 303097673404-853-1400
Plans on this EIN
10 filings
#033401k-$521.2M - 3,153 part#034TraditionalDB-$68.0M - 2,512 part#045TraditionalDB-$59.2M - 1,936 part#070401k-$20.6M - 140 part#067401k-$16.7M - 1,510 part#526Fully Insured-$7.1M - 13,154 lives#520Mixed-$1.9M - 5,241 lives#521Mixed-$615K - 2,420 lives#545Unknown-0 lives#549Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $685.7M assets / 9,251 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • BRANDS, INC. 401(K) (#033)76%
  • BRANDS, INC. PENSION (#034)10%
  • INC. LEGACY PENSION (#045)9%
  • COLLECTIVE BARGAINING AGREEMEN... (#070)3%
  • FOR HOURLY EMPLOYEES (#067)2%
Total $685.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • MERRILL LYNCH PIERCE FENNER & SMITH81%
  • (Not disclosed)19%
Total $685.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BRANDS, INC. 401(K) (#033)3,153
  • BRANDS, INC. PENSION (#034)2,512
  • INC. LEGACY PENSION (#045)1,936
  • FOR HOURLY EMPLOYEES (#067)1,510
  • COLLECTIVE BARGAINING AGREEMEN... (#070)140
Total 9,251Click row to drill in

Benefits portfolio analytics

5 plans / $9.6M premiums / 20,815 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.6M
  • Other$2.4M
  • Dental$1.9M
  • Long-term disability$596K
  • Vision$231K
  • Health$19K
Total $9.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
23%top
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • HCC LIFE INSURANCE COMPANY23%
  • METROPOLITAN LIFE INSURANCE COMPANY20%
  • NY LIFE GROUP BENEFIT SOLUTIONS16%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • +3 more
Total $9.6M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $570K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#033

ACUITY BRANDS, INC. 401(K) PLAN

401k

Assets$521.2M
Participants3,153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#034

ACUITY BRANDS, INC. PENSION PLAN

TraditionalDB

Assets$68.0M
Participants2,512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#045

ACUITY BRANDS, INC. LEGACY PENSION PLAN

TraditionalDB

Assets$59.2M
Participants1,936
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#070

HOLOPHANE DIVISION OF ACUITY BRANDS LIGHTING 401(K) PLAN FOR HOURLY EMPLOYEES COVERED BY A COLLECTIVE BARGAINING AGREEMENT

401k

Assets$20.6M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#067

ACUITY BRANDS LIGHTING, INC. 401(K) PLAN FOR HOURLY EMPLOYEES

401k

Assets$16.7M
Participants1,510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#526

EMPLOYEE GROUP INSURANCE BENEFITS PLAN OF ACUITY BRANDS, INC.

Fully Insured - TOKIO MARINE HCC

Premiums$7.1M
Covered lives13,154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

ACUITY GROUP LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT

Mixed - NY LIFE GROUP BENEFIT SOLUTIONS BASIC TERM LIFE

Premiums$1.9M
Covered lives5,241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

GROUP LONG AND SHORT TERM DISABILITY BENEFIT PLAN

Mixed - NY LIFE GROUP BENEFIT SOLUTIONS LONG TERM DISABILITY

Premiums$615K
Covered lives2,420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545

ACUITY BRANDS, INC FLEXIBLE BENEFITS PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#549

ACUITY BRANDS LIGHTING, INC. SEVERANCE PLAN FOR REDUCTIONS IN FORCE

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
033ACUITY BRANDS, INC. 401(K) PLAN401k$521.2M3,1532024
034ACUITY BRANDS, INC. PENSION PLANTraditionalDB$68.0M2,5122024
045ACUITY BRANDS, INC. LEGACY PENSION PLANTraditionalDB$59.2M1,9362024
070HOLOPHANE DIVISION OF ACUITY BRANDS LIGHTING 401(K) PLAN FOR HOURLY EMPLOYEES COVERED BY A COLLECTIVE BARGAINING AGREEMENT401k$20.6M1402024
067ACUITY BRANDS LIGHTING, INC. 401(K) PLAN FOR HOURLY EMPLOYEES401k$16.7M1,5102024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
526EMPLOYEE GROUP INSURANCE BENEFITS PLAN OF ACUITY BRANDS, INC.Fully InsuredTOKIO MARINE HCC$7.1M13,1542024
520ACUITY GROUP LIFE AND ACCIDENTAL DEATH & DISMEMBERMENTMixedNY LIFE GROUP BENEFIT SOLUTIONS BASIC TERM LIFE$1.9M5,2412024
521GROUP LONG AND SHORT TERM DISABILITY BENEFIT PLANMixedNY LIFE GROUP BENEFIT SOLUTIONS LONG TERM DISABILITY$615K2,4202024
545ACUITY BRANDS, INC FLEXIBLE BENEFITS PLANUnknown-$002024
549ACUITY BRANDS LIGHTING, INC. SEVERANCE PLAN FOR REDUCTIONS IN FORCESelf Funded-$002024
Retirement plans
Welfare plans
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