Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$264K
- Life$140K
- Short-term disability$108K
- Long-term disability$108K
- Vision$26K
Sponsor portfolio
GEODE CAPITAL MANAGEMENT, LLC
EIN 04-3537967Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$89.3M assets
Welfare
1
$289K premiums
Participants
435
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $289K premiums / 406 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA91%
- EYEMED VISION CARE9%
- DELTA DENTAL OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
100%top
- FIDELITY HEALTH INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN
401k
Assets$89.3M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GEODE CAPITAL MANAGEMENT, LLC HEALTH AND WELFARE PLAN
Mixed - UNUM INSURANCE COMPANY
Premiums$289K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN | 401k | $89.3M | 264 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GEODE CAPITAL MANAGEMENT, LLC HEALTH AND WELFARE PLAN | Mixed | UNUM INSURANCE COMPANY | $289K | 406 | 2024 |
Retirement plans
Welfare plans