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  2. MATIV HOLDINGS, INC.
Sponsor portfolioTH

MATIV HOLDINGS, INC.

EIN 62-1612879-Management of Companies and Enterprises-Latest filing 2025
Plans
3
Retirement
2
$896.3M assets
Welfare
1
$4.8M premiums
Participants
9,465
100 KIMBALL PLACE , SUITE 600 - ALPHARETTA, GA 300092599678-372-8827
Plans on this EIN
3 filings
#003401k-$554.2M - 3,891 part#001CashBalance-$342.1M - 2,614 part#501Mixed-$4.8M - 4,677 lives

Retirement portfolio analytics

2 plans aggregated / $896.3M assets / 6,505 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • 401(K) RETIREMENT PLAN (#003)62%
  • HOLDINGS, INC. PENSION (#001)38%
Total $896.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • THE VANGUARD GROUP, INC.62%
  • (Not disclosed)38%
Total $896.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)3,891
  • HOLDINGS, INC. PENSION (#001)2,614
Total 6,505Click row to drill in

Benefits portfolio analytics

1 plan / $4.8M premiums / 4,677 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.9M
  • Life$1.4M
  • Long-term disability$1.0M
  • Other$348K
  • Vision$308K
  • Health$47K
Total $4.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY54%
  • DELTA DENTAL OF CALIFORNIA38%
  • EYEMED VISION CARE6%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY1%
  • CARE-PLUS DENTAL PLANS, INC.0%
Total $4.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $312K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MATIV HOLDINGS, INC. 401(K) RETIREMENT PLAN

401k

Assets$554.2M
Participants3,891
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MATIV HOLDINGS, INC. PENSION PLAN

CashBalance

Assets$342.1M
Participants2,614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MATIV HOLDINGS, INC. EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$4.8M
Covered lives4,677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MATIV HOLDINGS, INC. 401(K) RETIREMENT PLAN401k$554.2M3,8912025
001MATIV HOLDINGS, INC. PENSION PLANCashBalance$342.1M2,6142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MATIV HOLDINGS, INC. EMPLOYEE BENEFITS PLANMixedDELTA DENTAL INSURANCE COMPANY$4.8M4,6772025
Retirement plans
Welfare plans
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