Sponsor portfolioTH

AVERY DENNISON PENSION PLAN

EIN 95-1492269packaging and containersLatest filing 2024

Plans

Retirement

$1.36B assets

Welfare

$8.1M premiums

Participants

14,778

8080 NORTON PARKWAY - MENTOR, OH 44060440-534-6000averydennison.comLinkedIn10001+ employeespackaging and containers

Plans on this EIN

3 filings

#004ESOP-$1.36B - 8,877 part #020TraditionalDB-$2K - 0 part #531Fully Insured-$8.1M - 8,353 lives

Retirement portfolio analytics

2 plans aggregated / $1.36B assets / 8,877 participants

Assets by plan

Share of aggregate retirement assets

100%top

Participants by plan

Active + retired + deferred vested

CORPORATION EMPLOYEE Savings (#004)8,877

Benefits portfolio analytics

1 plan / $8.1M premiums / 8,353 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Long-term disability$5.0M
Short-term disability$4.7M
Life$1.7M
Other$1.5M
Health$1.0M
Vision$778K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

58%top

UNUM LIFE INSURANCE COMPANY OF AMERICA58%
METROPOLITAN LIFE INSURANCE COMPANY17%
VISION SERVICE PLAN10%
KAISER FOUNDATION HEALTH PLAN INC9%
DELAWARE AMERICAN LIFE INSURANCE COMPANY4%
+1 more

Broker market share

Schedule A broker compensation

Split broker

93%top

AON CONSULTING INC93%
MERCER HEALTH AND BENEFITS, LLC7%

Plan deep-dives

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

Retirement#004

AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN

ESOP

Assets$1.36B

Participants8,877

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#020