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  2. OERLIKON USA HOLDING, INC.
Sponsor portfolio

OERLIKON USA HOLDING, INC.

EIN 95-2549713-Latest filing 2025
Plans
3
Retirement
2
$235.7M assets
Welfare
1
$18.7M premiums
Participants
3,131
515 PLEASANT VALLEY ROAD - TRAFFORD, PA 15085516-338-2240
Plans on this EIN
3 filings
#001401k-$219.7M - 1,642 part#002TraditionalDB-$16.0M - 300 part#501Fully Insured-$18.7M - 2,114 lives

Retirement portfolio analytics

2 plans aggregated / $235.7M assets / 1,942 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • OERLIKON USA 401(K) (#001)93%
  • HOLDING, INC. PENSION (#002)7%
Total $235.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OERLIKON USA 401(K) (#001)1,642
  • HOLDING, INC. PENSION (#002)300
Total 1,942Click row to drill in

Benefits portfolio analytics

1 plan / $18.7M premiums / 2,114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.0M
  • Prescription drug$16.0M
  • Other$1.7M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • +2 more
Total $18.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
  • DELTA DENTAL OF CALIFORNIA4%
  • RELIASTAR LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • +1 more
Total $18.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MERCER HEALTH AND BENEFITS, LLC96%
  • WILLIS TOWERS WATSON US LLC4%
  • IMG0%
Total $291K3 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

OERLIKON USA 401(K) PLAN

401k

Assets$219.7M
Participants1,642
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OERLIKON USA HOLDING, INC. PENSION PLAN

TraditionalDB

Assets$16.0M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OERLIKON USA HOLDING, INC. HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK, INC.

Premiums$18.7M
Covered lives2,114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OERLIKON USA 401(K) PLAN401k$219.7M1,6422024
002OERLIKON USA HOLDING, INC. PENSION PLANTraditionalDB$16.0M3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OERLIKON USA HOLDING, INC. HEALTH AND WELFARE PLANFully InsuredHIGHMARK, INC.$18.7M2,1142025
Retirement plans
Welfare plans
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