Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JELD-WEN HOLDING, INC.
EIN 93-1273278ManufacturingLatest filing 2024
Plans
4
Retirement
3
$537.6M assets
Welfare
1
$8.0M premiums
Participants
26,542
2645 SILVER CRESCENT DRIVE - CHARLOTTE, NC 28273704-378-5709
Retirement portfolio analytics
3 plans aggregated / $537.6M assets / 17,823 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.0M premiums / 16,814 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Prescription drug$4.2M
- Life$1.4M
- Other$1.2M
- Long-term disability$1.2M
Carrier market share
Premium dollars by Schedule A carrier
52%top
- KAISER FOUNDATION HEALTH PLAN INC52%
- LIFE INSURANCE COMPANY OF NORTH AMERICA36%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
- COMPSYCH3%
Broker market share
Schedule A broker compensation
88%top
- GALLAGHER BENEFIT SERVICES, INC.88%
- AON CONSULTING INC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JELD-WEN 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$517.6M
Participants13,624
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JELD-WEN, INC. EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN
ProfitSharing
Assets$12.0M
Participants2,120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
JELD-WEN, INC. KSOP
ProfitSharing
Assets$8.1M
Participants2,079
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JELD-WEN MASTER WELFARE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$8.0M
Covered lives16,814
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JELD-WEN 401(K) RETIREMENT SAVINGS PLAN | 401k | $517.6M | 13,624 | 2024 | |
| 002 | JELD-WEN, INC. EMPLOYEE STOCK OWNERSHIP AND RETIREMENT PLAN | ProfitSharing | $12.0M | 2,120 | 2024 | |
| 006 | JELD-WEN, INC. KSOP | ProfitSharing | $8.1M | 2,079 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JELD-WEN MASTER WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $8.0M | 16,814 | 2024 |
Retirement plans
Welfare plans