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Sponsor portfolio

PACCAR INC

EIN 91-0351110-automotive-Latest filing 2025
Plans
6
Retirement
3
$6.22B assets
Welfare
3
$16.4M premiums
Participants
45,748
PO BOX 1518 - BELLEVUE, WA 98009844-472-2227paccar.comLinkedIn10001+ employeesautomotive
Plans on this EIN
6 filings
#001TraditionalDB-$3.08B - 17,931 part#002ESOP-$3.06B - 13,106 part#030TraditionalDB-$83.1M - 816 part#551Mixed-$16.4M - 15,875 lives#545Mixed-$32K - 347 lives#523Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $6.22B assets / 31,853 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • INC RETIREMENT PLAN (#001)49%
  • SAVINGS INVESTMENT PLAN (#002)49%
  • 1832 UAW RETIREMENT (#030)1%
Total $6.22BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • (Not disclosed)51%
  • HEWITT ASSOCIATES LLC49%
Total $6.22BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC RETIREMENT PLAN (#001)17,931
  • SAVINGS INVESTMENT PLAN (#002)13,106
  • 1832 UAW RETIREMENT (#030)816
Total 31,853Click row to drill in

Benefits portfolio analytics

3 plans / $16.4M premiums / 16,222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$8.0M
  • Other$6.6M
  • Life$6.6M
  • Health$2.5M
  • Dental$2.5M
  • Vision$2.2M
  • +1 more
Total $16.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HARTFORD LIFE AND ACCIDENT47%
  • METROPOLITAN LIFE INSURANCE COMPANY38%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $16.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $115K1 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

PACCAR INC RETIREMENT PLAN

TraditionalDB

Assets$3.08B
Participants17,931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PACCAR INC SAVINGS INVESTMENT PLAN

ESOP

Assets$3.06B
Participants13,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#030

PETERBILT NASHVILLE - LOCAL 1832 UAW RETIREMENT

TraditionalDB

Assets$83.1M
Participants816
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#551

PACCAR WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$16.4M
Covered lives15,875
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545

GROUP LIFE & INCOME PROTECTION PLAN FOR KENWORTH SEA/REN UNION EES

Mixed - METLIFE

Premiums$32K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

GROUP HEALTH PLAN KENWORTH SEATTLE / RENTON UNION EES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001PACCAR INC RETIREMENT PLANTraditionalDB$3.08B17,9312025
002PACCAR INC SAVINGS INVESTMENT PLANESOP$3.06B13,1062025
030PETERBILT NASHVILLE - LOCAL 1832 UAW RETIREMENTTraditionalDB$83.1M8162025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
551PACCAR WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$16.4M15,8752025
545GROUP LIFE & INCOME PROTECTION PLAN FOR KENWORTH SEA/REN UNION EESMixedMETLIFE$32K3472025
523GROUP HEALTH PLAN KENWORTH SEATTLE / RENTON UNION EESSelf Funded-$002025
Retirement plans
Welfare plans
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