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  2. MATIV HOLDINGS, INC.
Sponsor portfolioTH

MATIV HOLDINGS, INC.

EIN 62-1612879-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$850.2M assets
Welfare
1
$3.2M premiums
Participants
9,348
100 KIMBALL PLACE, SUITE 600 - ALPHARETTA, GA 300092599678-372-8827
Plans on this EIN
3 filings
#003401k-$508.1M - 3,969 part#001CashBalance-$342.1M - 2,614 part#501Mixed-$3.2M - 4,900 lives

Retirement portfolio analytics

2 plans aggregated / $850.2M assets / 6,583 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • 401(K) RETIREMENT PLAN (#003)60%
  • HOLDINGS, INC. PENSION (#001)40%
Total $850.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • THE VANGUARD GROUP, INC.60%
  • (Not disclosed)40%
Total $850.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)3,969
  • HOLDINGS, INC. PENSION (#001)2,614
Total 6,583Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 4,900 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.5M
  • Long-term disability$863K
  • Other$676K
  • Health$559K
  • Dental$485K
  • Vision$348K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY74%
  • EYEMED VISION CARE11%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY11%
  • DELTA DENTAL OF CALIFORNIA4%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • EPIC1%
Total $316K2 slices

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$508.1M
Participants3,969
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 - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives4,900
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MATIV HOLDINGS, INC. 401(K) RETIREMENT PLAN401k$508.1M3,9692024
001MATIV HOLDINGS, INC. PENSION PLANCashBalance$342.1M2,6142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MATIV HOLDINGS, INC. EMPLOYEE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.2M4,9002024
Retirement plans
Welfare plans
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