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  2. BILLERUD AMERICAS CORPORATION
Sponsor portfolio

BILLERUD AMERICAS CORPORATION

EIN 75-3217389-Manufacturing-Latest filing 2024
Plans
4
Retirement
3
$1.01B assets
Welfare
1
$1.9M premiums
Participants
7,483
10050 INNOVATION DRIVE, SUITE 200 - MIAMISBURG, OH 45342937-528-3608
Plans on this EIN
4 filings
#001401k-$360.2M - 1,319 part#005CashBalance-$336.4M - 2,739 part#006401k-$315.0M - 1,630 part#501Mixed-$1.9M - 1,795 lives

Retirement portfolio analytics

3 plans aggregated / $1.01B assets / 5,688 participants

Assets by plan

Share of aggregate retirement assets

36%top
  • NON UNION EMPLOYEES (#001)36%
  • CORPORATION EMPLOYEE PENSION (#005)33%
  • FOR BARGAINED EMPLOYEES (#006)31%
Total $1.01BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION EMPLOYEE PENSION (#005)2,739
  • FOR BARGAINED EMPLOYEES (#006)1,630
  • NON UNION EMPLOYEES (#001)1,319
Total 5,688Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,795 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.3M
  • Long-term disability$1.3M
  • Vision$239K
Total $1.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87%
  • HUMANA INSURANCE COMPANY13%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $217K1 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

BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES

401k

Assets$360.2M
Participants1,319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BILLERUD AMERICAS CORPORATION EMPLOYEE PENSION PLAN

CashBalance

Assets$336.4M
Participants2,739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR BARGAINED EMPLOYEES

401k

Assets$315.0M
Participants1,630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BILLERUD AMERICAS CORPORATION HEALTH AND WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives1,795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES401k$360.2M1,3192024
005BILLERUD AMERICAS CORPORATION EMPLOYEE PENSION PLANCashBalance$336.4M2,7392024
006BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR BARGAINED EMPLOYEES401k$315.0M1,6302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BILLERUD AMERICAS CORPORATION HEALTH AND WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.9M1,7952024
Retirement plans
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