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  2. ITG BRANDS, LLC
Sponsor portfolioTH

ITG BRANDS, LLC

EIN 94-2994213-consumer goods-Latest filing 2024
Plans
6
Retirement
3
$830.6M assets
Welfare
3
$2.4M premiums
Participants
8,332
628 GREEN VALLEY ROAD, SUITE 500 - GREENSBORO, NC 27408336-335-7000itgbrands.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
6 filings
#001401k-$397.9M - 2,359 part#004TraditionalDB-$330.7M - 1,470 part#003401k-$102.0M - 430 part#501Mewa-$1.9M - 2,777 lives#502Mixed-$503K - 864 lives#504Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $830.6M assets / 4,259 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • & RETIREMENT PLAN (#001)48%
  • AND/OR PIECEWORK EMPLOYEES (#004)40%
  • HOURLY PAID EMPLOYEES (#003)12%
Total $830.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • (Not disclosed)88%
  • GREAT-WEST LIFE & ANNUITY INSURANCE12%
Total $830.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#001)2,359
  • AND/OR PIECEWORK EMPLOYEES (#004)1,470
  • HOURLY PAID EMPLOYEES (#003)430
Total 4,259Click row to drill in

Benefits portfolio analytics

3 plans / $2.4M premiums / 3,641 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Life$2.1M
  • Short-term disability$1.7M
  • Long-term disability$1.7M
  • Vision$182K
  • Dental$105K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HARTFORD LIFE AND ACCIDENT88%
  • EYEMED VISION CARE7%
  • DELTA DENTAL OF CALIFORNIA4%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • WILLIS TOWERS WATSON US LLC93%
  • MYRIAD BENEFITS INC7%
Total $84K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

401k

Assets$397.9M
Participants2,359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES

TraditionalDB

Assets$330.7M
Participants1,470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PROFIT SHARING PLAN FOR ITG BRANDS, LLC HOURLY PAID EMPLOYEES

401k

Assets$102.0M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ITG BRANDS, LLC EMPLOYEE BENEFITS PLAN FOR SALARIED EMPLOYEES

Mewa - HARTFORD LIFE AND ACCIDENT

Premiums$1.9M
Covered lives2,777
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ITG BRANDS, LLC EMPLOYEE BENEFITS PLAN FOR HOURLY EMPLOYEES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$503K
Covered lives864
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ITG BRANDS, LLC REDUNDANCY PLAN FOR ELIGIBLE EMPLOYEES

Self Funded

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN401k$397.9M2,3592024
004ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEESTraditionalDB$330.7M1,4702024
003PROFIT SHARING PLAN FOR ITG BRANDS, LLC HOURLY PAID EMPLOYEES401k$102.0M4302024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ITG BRANDS, LLC EMPLOYEE BENEFITS PLAN FOR SALARIED EMPLOYEESMewaHARTFORD LIFE AND ACCIDENT$1.9M2,7772024
502ITG BRANDS, LLC EMPLOYEE BENEFITS PLAN FOR HOURLY EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$503K8642024
504ITG BRANDS, LLC REDUNDANCY PLAN FOR ELIGIBLE EMPLOYEESSelf Funded-$002024
Retirement plans
Welfare plans
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