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Sponsor portfolio

PACCAR INC

EIN 91-0351110-automotive-Latest filing 2024
Plans
6
Retirement
3
$5.68B assets
Welfare
3
$16.6M premiums
Participants
48,555
PO BOX 1518 - BELLEVUE, WA 98004844-472-2227paccar.comLinkedIn10001+ employeesautomotive
Plans on this EIN
6 filings
#002ESOP-$2.89B - 14,335 part#001TraditionalDB-$2.70B - 18,129 part#030TraditionalDB-$84.3M - 847 part#551Mixed-$16.5M - 17,151 lives#545Mixed-$40K - 416 lives#523Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $5.68B assets / 33,311 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • SAVINGS INVESTMENT PLAN (#002)51%
  • INC RETIREMENT PLAN (#001)48%
  • 1832 UAW RETIREMENT (#030)1%
Total $5.68BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • (Not disclosed)52%
  • HEWITT ASSOCIATES LLC48%
Total $5.68BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC RETIREMENT PLAN (#001)18,129
  • SAVINGS INVESTMENT PLAN (#002)14,335
  • 1832 UAW RETIREMENT (#030)847
Total 33,311Click row to drill in

Benefits portfolio analytics

3 plans / $16.6M premiums / 17,567 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$2.7M
  • Dental$2.7M
  • Vision$2.3M
  • +1 more
Total $16.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • HARTFORD LIFE AND ACCIDENT46%
  • METROPOLITAN LIFE INSURANCE COMPANY38%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $16.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $107K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PACCAR INC SAVINGS INVESTMENT PLAN

ESOP

Assets$2.89B
Participants14,335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PACCAR INC RETIREMENT PLAN

TraditionalDB

Assets$2.70B
Participants18,129
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$84.3M
Participants847
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$16.5M
Covered lives17,151
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$40K
Covered lives416
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
002PACCAR INC SAVINGS INVESTMENT PLANESOP$2.89B14,3352024
001PACCAR INC RETIREMENT PLANTraditionalDB$2.70B18,1292024
030PETERBILT NASHVILLE - LOCAL 1832 UAW RETIREMENTTraditionalDB$84.3M8472024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
551PACCAR WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$16.5M17,1512024
545GROUP LIFE & INCOME PROTECTION PLAN FOR KENWORTH SEA/REN UNION EESMixedMETLIFE$40K4162024
523GROUP HEALTH PLAN KENWORTH SEATTLE / RENTON UNION EESSelf Funded-$002024
Retirement plans
Welfare plans
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