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  2. SWEDISH MATCH NORTH AMERICA LLC
Sponsor portfolio

SWEDISH MATCH NORTH AMERICA LLC

EIN 62-1257378-Manufacturing-Latest filing 2024
Plans
9
Retirement
5
$536.9M assets
Welfare
4
$4.9M premiums
Participants
6,119
1021 EAST CARY STREET, SUITE 1600 - RICHMOND, VA 23219804-787-5122
Plans on this EIN
9 filings
#001CashBalance-$212.1M - 1,900 part#003401k-$129.9M - 258 part#006401k-$114.3M - 1,075 part#004401k-$44.9M - 971 part#002TraditionalDB-$35.6M - 1,293 part#504Mixed-$2.3M - 2,580 lives#519Mixed-$1.5M - 332 lives#520Mixed-$1.2M - 413 lives#501Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $536.9M assets / 5,497 participants

Assets by plan

Share of aggregate retirement assets

40%top
  • AMERICA RETIREMENT PLAN (#001)40%
  • PROFIT SHARING PLAN (#003)24%
  • EMPLOYEE RETIREMENT Savings (#006)21%
  • PROFIT SHARING PLAN (#004)8%
  • EMPLOYEES RETIREMENT PLAN (#002)7%
Total $536.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • T ROWE PRICE RPS INC54%
  • (Not disclosed)46%
Total $536.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA RETIREMENT PLAN (#001)1,900
  • EMPLOYEES RETIREMENT PLAN (#002)1,293
  • EMPLOYEE RETIREMENT Savings (#006)1,075
  • PROFIT SHARING PLAN (#004)971
  • PROFIT SHARING PLAN (#003)258
Total 5,497Click row to drill in

Benefits portfolio analytics

4 plans / $4.9M premiums / 3,325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.4M
  • Life$2.8M
  • Long-term disability$2.2M
Total $4.9M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA57%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY33%
  • UNITED AMERICAN INSURANCE COMPANY10%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $300K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SWEDISH MATCH NORTH AMERICA RETIREMENT PLAN

CashBalance

Assets$212.1M
Participants1,900
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SWEDISH MATCH NORTH AMERICA SALARIED PROFIT SHARING PLAN

401k

Assets$129.9M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$114.3M
Participants1,075
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PINKERTON TOBACCO HOURLY EMPLOYEES PROFIT SHARING PLAN

401k

Assets$44.9M
Participants971
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PINKERTON TOBACCO HOURLY EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$35.6M
Participants1,293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SWEDISH MATCH NORTH AMERICA EMPLOYEE GROUP INSURANCE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.3M
Covered lives2,580
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

SWEDISH MATCH UNION RETIREE MEDICAL PLAN

Mixed - EXPRESS SCRIPTS, INC.

Premiums$1.5M
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

SWEDISH MATCH RETIREE MEDICAL PLAN (NON-UNION)

Mixed - EXPRESS SCRIPTS, INC.

Premiums$1.2M
Covered lives413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HOURLY SURGICAL & MEDICAL PLAN HRLY RATED EMPLOYEES AT OWENSBORO

Self Funded

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

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
001SWEDISH MATCH NORTH AMERICA RETIREMENT PLANCashBalance$212.1M1,9002024
003SWEDISH MATCH NORTH AMERICA SALARIED PROFIT SHARING PLAN401k$129.9M2582024
006EMPLOYEE RETIREMENT SAVINGS PLAN401k$114.3M1,0752024
004PINKERTON TOBACCO HOURLY EMPLOYEES PROFIT SHARING PLAN401k$44.9M9712024
002PINKERTON TOBACCO HOURLY EMPLOYEES RETIREMENT PLANTraditionalDB$35.6M1,2932024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SWEDISH MATCH NORTH AMERICA EMPLOYEE GROUP INSURANCE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.3M2,5802024
519SWEDISH MATCH UNION RETIREE MEDICAL PLANMixedEXPRESS SCRIPTS, INC.$1.5M3322024
520SWEDISH MATCH RETIREE MEDICAL PLAN (NON-UNION)MixedEXPRESS SCRIPTS, INC.$1.2M4132024
501HOURLY SURGICAL & MEDICAL PLAN HRLY RATED EMPLOYEES AT OWENSBOROSelf Funded-$002024
Retirement plans
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