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FIDELITY WORKPLACE SERVICES LLC

EIN 04-3532603-Finance and Insurance-Latest filing 2024
Plans
14
Retirement
2
$34.39B assets
Welfare
12
$62.8M premiums
Participants
539,649
88 BLACK FALCON AVENUE, SUITE 167 - BOSTON, MA 02110800-835-5097
Plans on this EIN
14 filings
#002401k-$34.20B - 93,003 part#001401k-$184.6M - 14,959 part#504Fully Insured-$39.1M - 191,380 lives#503Fully Insured-$18.0M - 68,631 lives#585Fully Insured-$2.9M - 14,696 lives#550Fully Insured-$2.3M - 1,652 lives#530Fully Insured-$416K - 1,516 lives#501Fully Insured-$60K - 67,516 lives#506Self Funded-0 lives#508Self Funded-0 lives#520Self Funded-0 lives#561Self Funded-0 lives#580Self Funded-0 lives#581Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $34.39B assets / 107,962 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • FIDELITY RETIREMENT Savings (#002)99%
  • FIDELITY ADVANTAGE 401(K) (#001)1%
Total $34.39BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • FID INV INST OPS CO99%
  • (Not disclosed)1%
Total $34.39BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIDELITY RETIREMENT Savings (#002)93,003
  • FIDELITY ADVANTAGE 401(K) (#001)14,959
Total 107,962Click row to drill in

Benefits portfolio analytics

12 plans / $62.8M premiums / 345,391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$39.1M
  • Short-term disability$18.4M
  • Long-term disability$18.0M
  • Other$5.7M
Total $62.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • METROPOLITAN LIFE INSURANCE COMPANY67%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA29%
  • JOHN HANCOCK LIFE INSURANCE COMPANY4%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $62.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • SEDGWICK CLAIMS MANAGEMENT SERVICES82%
  • FIDELITY HEALTH INSURANCE SERVICES18%
Total $4.5M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FIDELITY RETIREMENT SAVINGS PLAN

401k

Assets$34.20B
Participants93,003
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FIDELITY ADVANTAGE 401(K)

401k

Assets$184.6M
Participants14,959
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

FIDELITY GROUP EMPLOYEES LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$39.1M
Covered lives191,380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FIDELITY GROUP EMPLOYEES DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$18.0M
Covered lives68,631
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#585

FIDELITY GROUP LEGAL PLAN

Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY

Premiums$2.9M
Covered lives14,696
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

FIDELITY GROUP LONG-TERM CARE INSURANCE PLAN

Fully Insured - JOHN HANCOCK LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives1,652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530

FIDELITY GROUP EMPLOYEES SHORT-TERM DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMAPNY OF AMERICA

Premiums$416K
Covered lives1,516
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FIDELITY EMPLOYEES BUSINESS TRAVEL EMERGENCY MEDICAL PLAN

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$60K
Covered lives67,516
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

FIDELITY GROUP EMPLOYEES MEDICAL, DENTAL AND CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

FIDELITY HEALTH CARE ACCESS PLAN

Self Funded

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

FIDELITY SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#561

FIDELITY RETIREE HEALTH REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#580

FIDELITY 2017 VOLUNTARY BUYOUT OPPORTUNITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#581

FIDELITY 2021 VOLUNTARY BUYOUT OPPORTUNITY PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FIDELITY RETIREMENT SAVINGS PLAN401k$34.20B93,0032024
001FIDELITY ADVANTAGE 401(K)401k$184.6M14,9592024

Welfare plans12

Plan #NameFundingCarrierPremiumsCoveredLatest year
504FIDELITY GROUP EMPLOYEES LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$39.1M191,3802024
503FIDELITY GROUP EMPLOYEES DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$18.0M68,6312024
585FIDELITY GROUP LEGAL PLANFully InsuredMETROPOLITAN GENERAL INSURANCE COMPANY$2.9M14,6962024
550FIDELITY GROUP LONG-TERM CARE INSURANCE PLANFully InsuredJOHN HANCOCK LIFE INSURANCE COMPANY$2.3M1,6522024
530FIDELITY GROUP EMPLOYEES SHORT-TERM DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMAPNY OF AMERICA$416K1,5162024
501FIDELITY EMPLOYEES BUSINESS TRAVEL EMERGENCY MEDICAL PLANFully InsuredACE AMERICAN INSURANCE COMPANY$60K67,5162024
506FIDELITY GROUP EMPLOYEES MEDICAL, DENTAL AND CAFETERIA PLANSelf Funded-$002024
508FIDELITY HEALTH CARE ACCESS PLANSelf Funded-$002024
520FIDELITY SEVERANCE PLANSelf Funded-$002024
561FIDELITY RETIREE HEALTH REIMBURSEMENT PLANSelf Funded-$002024
580FIDELITY 2017 VOLUNTARY BUYOUT OPPORTUNITY PLANSelf Funded-$002024
581FIDELITY 2021 VOLUNTARY BUYOUT OPPORTUNITY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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