Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NG OPERATIONS, LLC
EIN 85-3196048Latest filing 2025
Plans
4
Retirement
3
$654.8M assets
Welfare
1
$10.0M premiums
Participants
9,270
2001 REXFORD ROAD - CHARLOTTE, NC 28211704-365-7300
Retirement portfolio analytics
3 plans aggregated / $654.8M assets / 5,387 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
71%top
- CHARLES SCHWAB & CO., INC.71%
- (Not disclosed)29%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $10.0M premiums / 3,882 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Life$2.8M
- Prescription drug$2.5M
- Dental$1.5M
- Vision$1.5M
- Long-term disability$1.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
42%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY42%
- BLUE CARE NETWORK OF MICHIGAN15%
- KAISER FOUNDATION HEALTH PLAN INC14%
- COMMUNITY CARE12%
- BLUE CROSS OF CALIFORNIA11%
- +3 more
Broker market share
Schedule A broker compensation
36%top
- WILLIS TOWERS WATSON US LLC36%
- LENEE GOYETTE23%
- AON CONSULTING INC22%
- BROWN & BROWN INSURANCE SERVICES17%
- MERCER HEALTH AND BENEFITS, LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#075
NATIONAL GYPSUM 401(K) AND RETIREMENT SAVINGS PLAN
401k
Assets$466.6M
Participants3,576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NATIONAL GYPSUM GENERAL PENSION PLAN
TraditionalDB
Assets$154.4M
Participants1,144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#039
PENSION PLAN FOR REPRESENTED HOURLY-PAID EMPLOYEES OF NATIONAL GYPSUM
TraditionalDB
Assets$33.9M
Participants667
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NATIONAL GYPSUM EMPLOYEES' GROUP PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$10.0M
Covered lives3,882
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 075 | NATIONAL GYPSUM 401(K) AND RETIREMENT SAVINGS PLAN | 401k | $466.6M | 3,576 | 2024 | |
| 001 | NATIONAL GYPSUM GENERAL PENSION PLAN | TraditionalDB | $154.4M | 1,144 | 2024 | |
| 039 | PENSION PLAN FOR REPRESENTED HOURLY-PAID EMPLOYEES OF NATIONAL GYPSUM | TraditionalDB | $33.9M | 667 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NATIONAL GYPSUM EMPLOYEES' GROUP PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10.0M | 3,882 | 2025 |
Retirement plans
Welfare plans