Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PMI GLOBAL SERVICES INC.
EIN 03-0494952Management of Companies and EnterprisesLatest filing 2024
Plans
4
Retirement
2
$570.2M assets
Welfare
2
$4.1M premiums
Participants
2,569
677 WASHINGTON BLVD, SUITE 1100 - STAMFORD, CT 06901203-905-2410
Retirement portfolio analytics
2 plans aggregated / $570.2M assets / 1,804 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.1M premiums / 377 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.1M
- Life$3.9M
- Long-term disability$3.9M
- Health$144K
- Dental$144K
- Vision$144K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- HARTFORD LIFE AND ACCIDENT96%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
97%top
- MERCER HEALTH AND BENEFITS, LLC97%
- WILLIS TOWERS WATSON US LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PHILIP MORRIS INTERNATIONAL DEFERRED PROFIT-SHARING PLAN
401k
Assets$303.5M
Participants651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PHILIP MORRIS INTERNATIONAL RETIREMENT PLAN
TraditionalDB
Assets$266.7M
Participants1,153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
PHILIP MORRIS INTERNATIONAL HEALTH & WELFARE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$4.1M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PHILIP MORRIS INTERNATIONAL SURVIVOR INCOME BENEFIT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PHILIP MORRIS INTERNATIONAL DEFERRED PROFIT-SHARING PLAN | 401k | $303.5M | 651 | 2024 | |
| 001 | PHILIP MORRIS INTERNATIONAL RETIREMENT PLAN | TraditionalDB | $266.7M | 1,153 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | PHILIP MORRIS INTERNATIONAL HEALTH & WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $4.1M | 377 | 2024 | |
| 501 | PHILIP MORRIS INTERNATIONAL SURVIVOR INCOME BENEFIT PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans