Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
STATE STREET CORPORATION
EIN 04-2456637financial servicesLatest filing 2024
Plans
4
Retirement
2
$7.40B assets
Welfare
2
$23.9M premiums
Participants
55,558
ONE CONGRESS STREET/ OCB 8 - BOSTON, MA 02114617-664-5433statestreet.comLinkedIn10001+ employeesfinancial services
Retirement portfolio analytics
2 plans aggregated / $7.40B assets / 30,667 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $23.9M premiums / 24,212 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$17.9M
- Long-term disability$9.9M
- Life$8.7M
- Health$2.1M
- Vision$1.1M
- Dental$159K
Carrier market share
Premium dollars by Schedule A carrier
42%top
- METROPOLITAN LIFE INSURANCE COMPANY42%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA42%
- KAISER FOUNDATION HEALTH PLAN INC10%
- EYEMED VISION CARE5%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
52%top
- MARSH & MCLENNAN AGENCY LLC52%
- WILLIS TOWERS WATSON US LLC47%
- MASH USA,INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STATE STREET SALARY SAVINGS PROGRAM
401k
Assets$6.53B
Participants21,533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STATE STREET RETIREMENT PLAN
CashBalance
Assets$866.1M
Participants9,134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EMPLOYEE BENEFIT PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$23.9M
Covered lives24,212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
SEVERANCE PLAN
Self Funded
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 | STATE STREET SALARY SAVINGS PROGRAM | 401k | $6.53B | 21,533 | 2024 | |
| 001 | STATE STREET RETIREMENT PLAN | CashBalance | $866.1M | 9,134 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EMPLOYEE BENEFIT PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $23.9M | 24,212 | 2024 | |
| 508 | SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans