Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BWXT INVESTMENT COMPANY
EIN 72-1172705ManufacturingLatest filing 2024
Plans
5
Retirement
2
$2.22B assets
Welfare
3
$5.0M premiums
Participants
22,874
800 MAIN STREET - LYNCHBURG, VA 24504434-221-1977
Retirement portfolio analytics
2 plans aggregated / $2.22B assets / 13,933 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
69%top
- THE VANGUARD GROUP, INC.69%
- (Not disclosed)31%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $5.0M premiums / 10,613 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.9M
- Other$2.5M
- Long-term disability$1.3M
- Vision$541K
Carrier market share
Premium dollars by Schedule A carrier
62%top
- METROPOLITAN LIFE INSURANCE COMPANY62%
- RELIANCE STANDARD LIFE INSURANCE COMPANY21%
- ANTHEM LIFE INSURANCE COMPANY11%
- HARTFORD LIFE AND ACCIDENT7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
55%top
- EDGEWOOD PARTNERS INSURANCE CENTER55%
- STERLING SEACREST PRITCHARD, INC.40%
- REUBEN WARNER ASSOCIATES, INC.3%
- AON CONSULTING INC2%
- THE PARTNERS GROUP0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BWXT THRIFT PLAN
401k
Assets$1.54B
Participants8,648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BWXT RETIREMENT PLAN
TraditionalDB
Assets$688.3M
Participants5,285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BWXT HEALTH & WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4.6M
Covered lives10,596
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
BWXT RETIREE HEALTHCARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$331K
Covered lives17
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
BWXT EMPLOYEE SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BWXT THRIFT PLAN | 401k | $1.54B | 8,648 | 2024 | |
| 001 | BWXT RETIREMENT PLAN | TraditionalDB | $688.3M | 5,285 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BWXT HEALTH & WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $4.6M | 10,596 | 2024 | |
| 509 | BWXT RETIREE HEALTHCARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $331K | 17 | 2024 | |
| 510 | BWXT EMPLOYEE SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans