Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
METSO USA, INC.
EIN 88-0298664Latest filing 2025
Plans
4
Retirement
2
$281.8M assets
Welfare
2
$3.4M premiums
Participants
3,069
275 N CORPORATE DRIVE - BROOKFIELD, WI 53045262-717-2612
Retirement portfolio analytics
2 plans aggregated / $281.8M assets / 1,411 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.4M premiums / 2,826 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.4M
- Short-term disability$1.3M
- Long-term disability$1.3M
- Life$1.1M
- Health$901K
- Vision$124K
Carrier market share
Premium dollars by Schedule A carrier
37%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY37%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA32%
- TRANSAMERICA LIFE INSURANCE COMPANY15%
- HUMANA INSURANCE COMPANY12%
- EYEMED VISION CARE4%
- +1 more
Broker market share
Schedule A broker compensation
34%top
- APTIA34%
- ALLIANT INSURANCE SERVICES, INC.31%
- CUSTOM BENEFIT PROGRAMS INC19%
- AON CONSULTING INC11%
- INNOVATIVE BENEFIT SOLUTIONS6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#024
METSO RETIREMENT SAVINGS PLAN
401k
Assets$280.0M
Participants1,384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OUTOTEC (USA), INC. 401(K) PLAN
401k
Assets$1.7M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
METSO USA INC HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.5M
Covered lives2,546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
METSO USA INC. RETIREE HEALTH & WELFARE PLAN
Fully Insured - TRANSAMERICA PREMIER LIFE INSURANCE COMPANY
Premiums$901K
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 024 | METSO RETIREMENT SAVINGS PLAN | 401k | $280.0M | 1,384 | 2024 | |
| 001 | OUTOTEC (USA), INC. 401(K) PLAN | 401k | $1.7M | 27 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | METSO USA INC HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.5M | 2,546 | 2025 | |
| 502 | METSO USA INC. RETIREE HEALTH & WELFARE PLAN | Fully Insured | TRANSAMERICA PREMIER LIFE INSURANCE COMPANY | $901K | 280 | 2025 |
Retirement plans
Welfare plans