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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

EIN 04-1590850-renewables & environment-Latest filing 2024
Plans
15
Retirement
4
$6.98B assets
Welfare
11
$20.0M premiums
Participants
73,021
1295 STATE STREET, F105 - SPRINGFIELD, MA 01111866-662-6448LinkedIn1-10 employeesrenewables & environment
Plans on this EIN
15 filings
#004401k-$4.33B - 22,609 part#001CashBalance-$2.50B - 22,293 part#002MoneyPurchase-$145.1M - 661 part#468401k-$4.4M - 118 part#503Mixed-$8.6M - 16,287 lives#506Fully Insured-$7.4M - 8,333 lives#545Mixed-$1.9M - 1,755 lives#539Fully Insured-$1.3M - 1,485 lives#546Mixed-$410K - 688 lives#540Fully Insured-$278K - 271 lives#550Mixed-$177K - 755 lives#508Fully Insured-145 lives#515Unknown-0 lives#520Self Funded-0 lives#521Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $6.98B assets / 45,681 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • MASSMUTUAL THRIFT PLAN (#004)62%
  • MASSMUTUAL PENSION (#001)36%
  • COMPANY AGENT PENSION (#002)2%
  • RICO THRIFT PLAN (#468)0%
Total $6.98BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • (Not disclosed)64%
  • FID INV INST OPS CO36%
Total $6.98BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MASSMUTUAL THRIFT PLAN (#004)22,609
  • MASSMUTUAL PENSION (#001)22,293
  • COMPANY AGENT PENSION (#002)661
  • RICO THRIFT PLAN (#468)118
Total 45,681Click row to drill in

Benefits portfolio analytics

11 plans / $20.0M premiums / 29,719 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$13.3M
  • Other$11.5M
  • Long-term disability$4.6M
  • Vision$1.4M
  • Health$749K
  • Short-term disability$632K
  • +1 more
Total $20.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • METROPOLITAN LIFE INSURANCE COMPANY57%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY26%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE7%
  • MCS LIFE INSURANCE COMPANY3%
  • +1 more
Total $20.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • WILLIS TOWERS WATSON US LLC78%
  • LUIS LOPEZ LUNA10%
  • EMPOWER BENEFITS INC6%
  • MARSH & MCLENNAN AGENCY LLC3%
  • CORESTREAM1%
  • +3 more
Total $287K8 slices

Plan deep-dives

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

MASSMUTUAL THRIFT PLAN

401k

Assets$4.33B
Participants22,609
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MASSMUTUAL PENSION PLAN

CashBalance

Assets$2.50B
Participants22,293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY AGENT PENSION PLAN

MoneyPurchase

Assets$145.1M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#468

MASSMUTUAL PUERTO RICO THRIFT PLAN

401k

Assets$4.4M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MASSMUTUAL EMPLOYEE WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$8.6M
Covered lives16,287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

MASSMUTUAL AGENTS' WELFARE BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$7.4M
Covered lives8,333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545

MASSMUTUAL RETIRED EMPLOYEE WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives1,755
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#539

THE MASSACHUSETTS MUTUAL GROUP UNIVERSAL LIFE PLAN FOR TOP PRODUCERS

Fully Insured - MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#546

MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$410K
Covered lives688
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540

MASSMUTUAL EMPLOYEE GROUP VARIABLE UNIVERSAL LIFE PLAN

Fully Insured - MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Premiums$278K
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

MASSMUTUAL VOLUNTARY BENEFITS PLAN

Mixed - METROPOLITAN GENERAL INSURANCE COMPANY

Premiums$177K
Covered lives755
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

MASSMUTUAL SPLIT DOLLAR LIFE INSURANCE PLAN

Fully Insured - MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Premiums$0
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

MASSMUTUAL CHILD CARE SUBSIDY PROGRAM

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY EMPLOYEE SEVERANCE PAYMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY OFFICER SEVERANCE PAYMENT PLAN

Self Funded

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
004MASSMUTUAL THRIFT PLAN401k$4.33B22,6092024
001MASSMUTUAL PENSION PLANCashBalance$2.50B22,2932024
002MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY AGENT PENSION PLANMoneyPurchase$145.1M6612024
468MASSMUTUAL PUERTO RICO THRIFT PLAN401k$4.4M1182024

Welfare plans11

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MASSMUTUAL EMPLOYEE WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$8.6M16,2872024
506MASSMUTUAL AGENTS' WELFARE BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$7.4M8,3332024
545MASSMUTUAL RETIRED EMPLOYEE WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.9M1,7552024
539THE MASSACHUSETTS MUTUAL GROUP UNIVERSAL LIFE PLAN FOR TOP PRODUCERSFully InsuredMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$1.3M1,4852024
546MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$410K6882024
540MASSMUTUAL EMPLOYEE GROUP VARIABLE UNIVERSAL LIFE PLANFully InsuredMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$278K2712024
550MASSMUTUAL VOLUNTARY BENEFITS PLANMixedMETROPOLITAN GENERAL INSURANCE COMPANY$177K7552024
508MASSMUTUAL SPLIT DOLLAR LIFE INSURANCE PLANFully InsuredMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$01452024
515MASSMUTUAL CHILD CARE SUBSIDY PROGRAMUnknown-$002024
520MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY EMPLOYEE SEVERANCE PAYMENT PLANSelf Funded-$002024
521MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY OFFICER SEVERANCE PAYMENT PLANSelf Funded-$002024
Retirement plans
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