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Sponsor portfolio

VERTIV GROUP CORPORATION

EIN 81-3496944-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$1.13B assets
Welfare
1
$4.1M premiums
Participants
11,150
505 N. CLEVELAND AVENUE - WESTERVILLE, OH 43082614-888-0246
Plans on this EIN
2 filings
#001401k-$1.13B - 6,105 part#501Mixed-$4.1M - 5,193 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 5,193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Life$3.1M
  • Long-term disability$3.1M
  • Vision$410K
  • Health$46K
  • Dental$36K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY75%
  • RELIASTAR LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN10%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • CURALINC HEALTHCARE1%
  • +2 more
Total $4.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ALLIANT INSURANCE SERVICES, INC.94%
  • EMPYREAN INSURANCE SERVICES, INC.6%
Total $286K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VERTIV GROUP CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$1.13B
Participants6,105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VERTIV CO. HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$4.1M
Covered lives5,193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERTIV GROUP CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN401k$1.13B6,1052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VERTIV CO. HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$4.1M5,1932024
Retirement plans
Welfare plans
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