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  2. BEKAERT CORPORATION
Sponsor portfolio

BEKAERT CORPORATION

EIN 62-1340165-Latest filing 2025
Plans
7
Retirement
2
$274.1M assets
Welfare
5
$1.2M premiums
Participants
8,841
4300 WILDWOOD PKWY SUITE 100 - ATLANTA, GA 30339770-421-8520LinkedIn1-10 employees
Plans on this EIN
7 filings
#005401k-$177.6M - 1,748 part#001TraditionalDB-$96.5M - 810 part#511Mixed-$940K - 1,339 lives#502Fully Insured-$277K - 1,218 lives#503Fully Insured-$3K - 1,311 lives#512Self Funded-0 lives#514Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $274.1M assets / 2,558 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#005)65%
  • RETIREMENT INCOME PLAN (#001)35%
Total $274.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • GREAT-WEST LIFE & ANNUITY INSURANCE35%
Total $274.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#005)1,748
  • RETIREMENT INCOME PLAN (#001)810
Total 2,558Click row to drill in

Benefits portfolio analytics

5 plans / $1.2M premiums / 3,868 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$277K
  • Other$3K
Total $281K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY99%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $281K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $22K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

BEKAERT CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$177.6M
Participants1,748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BEKAERT CORPORATION RETIREMENT INCOME PLAN

TraditionalDB

Assets$96.5M
Participants810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

BEKAERT CORPORATION GTL, AD&D, CI, VOL LIFE, DEP LIFE & DBL

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$940K
Covered lives1,339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BEKAERT CORPORATION LONG TERM DISABILITY

Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$277K
Covered lives1,218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BEKAERT CORPORATION GROUP TRAVEL ACCIDENT PLAN

Fully Insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$3K
Covered lives1,311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

BEKAERT CORPORATION SHORT TERM DISABILITY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

BEKAERT CORPORATION HEALTH & WELFARE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005BEKAERT CORPORATION 401(K) PROFIT SHARING PLAN401k$177.6M1,7482024
001BEKAERT CORPORATION RETIREMENT INCOME PLANTraditionalDB$96.5M8102024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
511BEKAERT CORPORATION GTL, AD&D, CI, VOL LIFE, DEP LIFE & DBLMixedAMERICAN UNITED LIFE INSURANCE COMPANY$940K1,3392024
502BEKAERT CORPORATION LONG TERM DISABILITYFully InsuredAMERICAN UNITED LIFE INSURANCE COMPANY$277K1,2182025
503BEKAERT CORPORATION GROUP TRAVEL ACCIDENT PLANFully InsuredZURICH AMERICAN INSURANCE COMPANY$3K1,3112025
512BEKAERT CORPORATION SHORT TERM DISABILITYSelf Funded-$002024
514BEKAERT CORPORATION HEALTH & WELFARE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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