Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FACTORY MUTUAL INSURANCE COMPANY
EIN 05-0316605insuranceLatest filing 2024
Plans
6
Retirement
2
$4.94B assets
Welfare
4
$13.4M premiums
Participants
20,734
Retirement portfolio analytics
2 plans aggregated / $4.94B assets / 14,614 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
61%top
- CONDUENT HR CONSULTING, LLC61%
- (Not disclosed)39%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $13.4M premiums / 8,902 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$11.6M
- Life$7.9M
- Short-term disability$7.5M
- Long-term disability$7.2M
- Vision$821K
- Health$407K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
59%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA59%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK17%
- SPRING HEALTH10%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
- HARTFORD LIFE AND ACCIDENT2%
- +3 more
Broker market share
Schedule A broker compensation
60%top
- MERCER HEALTH AND BENEFITS, LLC60%
- LYNCH & ASSOCIATES38%
- AON CONSULTING INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FACTORY MUTUAL INSURANCE COMPANY PENSION PLAN
TraditionalDB
Assets$3.03B
Participants8,907
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FACTORY MUTUAL INSURANCE COMPANY 401(K) SAVINGS PLAN
401k
Assets$1.92B
Participants5,707
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
FACTORY MUTUAL INSURANCE COMPANY HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$10.0M
Covered lives7,436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
FACTORY MUTUAL INSURANCE COMPANY EXECUTIVE DEATH BENEFIT PLAN FOR VICE PRESIDENTS
Fully Insured - NEW YORK LIFE AND ANNUITY COPORATION
Premiums$1.4M
Covered lives10
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
FACTORY MUTUAL INSURANCE COMPANY EXECUTIVE DEATH BENEFIT PLAN FOR SENIOR VICE PRESIDENTS
Fully Insured - NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION
Premiums$1.2M
Covered lives6
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
FACTORY MUTUAL INSURANCE COMPANY POSTRETIREMENT WELFARE PROGRAM
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$798K
Covered lives1,450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FACTORY MUTUAL INSURANCE COMPANY PENSION PLAN | TraditionalDB | $3.03B | 8,907 | 2024 | |
| 003 | FACTORY MUTUAL INSURANCE COMPANY 401(K) SAVINGS PLAN | 401k | $1.92B | 5,707 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | FACTORY MUTUAL INSURANCE COMPANY HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $10.0M | 7,436 | 2024 | |
| 510 | FACTORY MUTUAL INSURANCE COMPANY EXECUTIVE DEATH BENEFIT PLAN FOR VICE PRESIDENTS | Fully Insured | NEW YORK LIFE AND ANNUITY COPORATION | $1.4M | 10 | 2024 | |
| 511 | FACTORY MUTUAL INSURANCE COMPANY EXECUTIVE DEATH BENEFIT PLAN FOR SENIOR VICE PRESIDENTS | Fully Insured | NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION | $1.2M | 6 | 2024 | |
| 506 | FACTORY MUTUAL INSURANCE COMPANY POSTRETIREMENT WELFARE PROGRAM | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $798K | 1,450 | 2024 |
Retirement plans
Welfare plans