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CREDIT SUISSE SECURITIES USA LLC

EIN 05-0546650-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$5.73B assets
Welfare
1
$5.0M premiums
Participants
13,260
11 MADISON AVENUE, FLOOR 8 - NEW YORK, NY 10010212-325-2000LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$5.43B - 10,947 part#004TraditionalDB-$295.9M - 1,776 part#517Fully Insured-$5.0M - 3,305 lives

Retirement portfolio analytics

2 plans aggregated / $5.73B assets / 12,723 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • OF CREDIT SUISSE (#002)95%
  • OF CREDIT SUISSE (#004)5%
Total $5.73BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • ALIGHT SOLUTIONS LLC95%
  • (Not disclosed)5%
Total $5.73BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF CREDIT SUISSE (#002)10,947
  • OF CREDIT SUISSE (#004)1,776
Total 12,723Click row to drill in

Benefits portfolio analytics

1 plan / $5.0M premiums / 3,305 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Short-term disability$1.7M
  • Life$1.5M
  • Long-term disability$1.3M
  • Health$685K
  • Vision$434K
  • +1 more
Total $5.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • METROPOLITAN LIFE INSURANCE COMPANY78%
  • VISION SERVICE PLAN9%
  • AETNA LIFE INSURANCE COMPANY8%
  • UNITED HEALTHCARE INSURANCE COMPANY6%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Total $5.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • CUSTOM BENEFIT PROGRAMS INC85%
  • ALIGHT SOLUTIONS15%
Total $134K2 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

EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE

401k

Assets$5.43B
Participants10,947
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EMPLOYEES PENSION PLAN OF CREDIT SUISSE

TraditionalDB

Assets$295.9M
Participants1,776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517

CREDIT SUISSE SECURITIES (USA) LLC GROUP HEALTH CARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.0M
Covered lives3,305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EMPLOYEES SAVINGS AND RETIREMENT PLAN OF CREDIT SUISSE401k$5.43B10,9472024
004EMPLOYEES PENSION PLAN OF CREDIT SUISSETraditionalDB$295.9M1,7762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
517CREDIT SUISSE SECURITIES (USA) LLC GROUP HEALTH CARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$5.0M3,3052024
Retirement plans
Welfare plans
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