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  2. HAMILTON BEACH BRANDS, INC.
Sponsor portfolioTH

HAMILTON BEACH BRANDS, INC.

EIN 95-3959553-consumer goods-Latest filing 2025
Plans
4
Retirement
2
$215.4M assets
Welfare
2
$394K premiums
Participants
1,554
4421 WATERFRONT DRIVE - GLEN ALLEN, VA 23060804-273-9777hamiltonbeachbrands.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
4 filings
#004401k-$201.9M - 1,085 part#001CashBalance-$13.5M - 0 part#501Mixed-$394K - 692 lives#511Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $215.4M assets / 1,085 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • SAVINGS PLAN (401(K)) (#004)94%
  • BRANDS, INC. PENSION (#001)6%
Total $215.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • THE VANGUARD GROUP, INC.94%
  • (Not disclosed)6%
Total $215.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN (401(K)) (#004)1,085
Total 1,085Click row to drill in

Benefits portfolio analytics

2 plans / $394K premiums / 692 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$342K
  • Life$323K
  • Short-term disability$323K
  • Long-term disability$323K
  • Vision$51K
Total $394K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA82%
  • EYEMED VISION CARE13%
  • HEALTH ADVOCATE SOLUTIONS, INC.4%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
Total $394K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $46K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

HAMILTON BEACH BRANDS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN (401(K))

401k

Assets$201.9M
Participants1,085
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE HAMILTON BEACH BRANDS, INC. PENSION PLAN

CashBalance

Assets$13.5M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAMILTON BEACH BRANDS, INC. WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$394K
Covered lives692
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

HAMILTON BEACH BRANDS, INC EMPLOYEES SEVERANCE PAY PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004HAMILTON BEACH BRANDS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN (401(K))401k$201.9M1,0852024
001THE HAMILTON BEACH BRANDS, INC. PENSION PLANCashBalance$13.5M02024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAMILTON BEACH BRANDS, INC. WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$394K6922025
511HAMILTON BEACH BRANDS, INC EMPLOYEES SEVERANCE PAY PLANSelf Funded-$002025
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