Itg Brands 401(k) and pension plans

Itg Brands, LLC, Greensboro, NC. EIN 94-2994213. Annual reports 2009–2024. Also filed as Lorillard Tobacco Company; Itg Brands; Itg Brands, LLC Itg Brands, LLC.

Itg Brands, LLC has 3 active retirement plans on file. The largest is the Itg Holdings USA, Inc. Employee Savings & Retirement Plan, with 2,359 participants and $398 million in assets in 2024. Fidelity has been its recordkeeper since 2018.

Active plans: 3
Participants: 4,217
Plan assets: $826 million
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Manufacturing

All 4 plans

Active plans first

Itg Holdings USA, Inc. Employee Savings & Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 94-2994213
Participants (2024): 2,359
Net assets (2024): $398 million
Recordkeeper: FidelityEarlier: Milliman (2015–2017)
Plan administrator: Itg Brands, LLC
628 Green Valley Road, Suite 500
Greensboro, NC 27408
(336) 335-7000As filed for 2024
In effect since: June 15, 2015

Plans merged into this one: Itg Brands, LLC Employees Savings Plan (2016); Commonwealth Brands, Inc. NC Plant 401(k) Plan (2017); Commonwealth Brands, Inc. Employee Savings & Retirement Plan (2017).

Earlier plan names: Itg Brands LLC Employee Svngs & Retirement Plan.

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,359	$398 million	Fidelity
2023	2,050	$368 million	Fidelity
2022	2,039	$335 million	Fidelity
2021	2,536	$422 million	Fidelity
2020	2,348	$391 million	Fidelity
2019	2,370	$383 million	Fidelity
2018	2,557	$336 million	Fidelity
2017	2,450	$368 million	Milliman
2016	1,829	$258 million	Milliman
2015	1,466	$12.5 million	Milliman

Itg Brands, LLC Retirement Allowance Plan for Hourly Rated And/Or Piecework Employees

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 94-2994213
Participants (2024): 1,470
Net assets (2024): $330 million
Administered by: Buck GlobalEarlier: J.P. Morgan (2017–2022)
Plan administrator: Itg Brands, LLC
628 Green Valley Road, Suite 500
Greensboro, NC 27408
(336) 335-7000As filed for 2024
In effect since: November 1, 1952

Earlier sponsors: Lorillard Tobacco Company (2009–2013); Itg Brands, LLC Itg Brands, LLC (2015).

Earlier plan names: Lorillard Tobacco Company Retirement Allowance Plan for Hourly Rated And/Or Piecework Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,470	$330 million	Buck Global
2023	2,565	$437 million	Buck Global
2022	2,641	$438 million	J.P. Morgan
2021	2,731	$551 million	J.P. Morgan
2020	2,854	$542 million	J.P. Morgan
2019	2,948	$512 million	J.P. Morgan
2018	3,050	$482 million	J.P. Morgan
2017	3,159	$532 million	J.P. Morgan
2016	3,248	$511 million	not listed
2015	3,348	$524 million	not listed
2014	3,419	$564 million	not listed
2013	3,507	$552 million	not listed
2012	3,590	$542 million	not listed
2011	3,621	$520 million	not listed
2010	3,621	$530 million	not listed
2009	3,625	$506 million	not listed

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 94-2994213
Participants (2024): 388
Net assets (2024): $97.4 million
Recordkeeper: EmpowerEarlier: T. Rowe Price (2014), J.P. Morgan (2009–2013)
Plan administrator: Itg Brands
628 Green Valley Road Suite 500
Greensboro, NC 27408
(336) 335-7416As filed for 2024
In effect since: September 1, 1970

Earlier sponsor: Lorillard Tobacco Company (2009–2013).

Earlier plan names: Profit Sharing Plan for Lorillard Tobacco Co. Hourly Paid Employees; Itg Brands, LLC Employees Savings Plan; Profit Sharing Plan for Itg Brands, LLC Hourly.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	388	$97.4 million	Empower
2023	430	$102 million	Empower
2022	449	$94.3 million	Empower
2021	479	$95.4 million	Empower
2020	505	$123 million	Empower
2019	615	$122 million	Empower
2018	646	$124 million	Empower
2017	705	$136 million	Empower
2016	810	$148 million	Empower
2015	1,172	$178 million	Empower
2014	2,009	$310 million	T. Rowe Price
2013	1,227	$198 million	J.P. Morgan
2012	1,231	$180 million	J.P. Morgan
2011	1,173	$165 million	J.P. Morgan
2010	1,145	$166 million	J.P. Morgan
2009	1,168	$153 million	J.P. Morgan

Itg Brands, LLC Employees Savings Plan

401(k)Merged

Merged. In 2016 its assets moved to the Itg Brands, LLC Employee Savings & Retirement Plan, sponsored by Itg Brands, LLC (EIN 94-2994213, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 94-2994213
Participants (2015): 1,866
Net assets (2015): $261 million
Recordkeeper: T. Rowe Price2009–2016
Plan administrator: Itg Brands, LLC
714 Green Valley Road
Greensboro, NC 27408
(336) 335-7000As filed for 2016
In effect since: January 1, 1997

Earlier sponsor: Lorillard Tobacco Company (2009–2013).

Earlier plan names: Lorillard Tobacco Company Employees Savings Plan; Lorillard Tobacco Company - Employees Savings Plan.

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	T. Rowe Price
2015	1,866	$261 million	T. Rowe Price
2014	2,009	$310 million	T. Rowe Price
2013	1,993	$294 million	T. Rowe Price
2012	2,019	$245 million	T. Rowe Price
2011	1,908	$216 million	T. Rowe Price
2010	1,912	$213 million	T. Rowe Price
2009	1,941	$182 million	T. Rowe Price

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Itg Holdings USA, Inc. Employee Savings & Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((336) 335-7000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Itg Holdings USA, Inc. Employee Savings & Retirement Plan

Itg Brands, LLC Retirement Allowance Plan for Hourly Rated And/Or Piecework Employees

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees

Itg Brands, LLC Employees Savings Plan

If you had money in one of these plans

What these numbers are

Other manufacturing employers in NC