PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. PITNEY BOWES INC.
Sponsor portfolioTH

PITNEY BOWES INC.

EIN 06-0495050-computer software-Latest filing 2024
Plans
9
Retirement
2
$2.70B assets
Welfare
7
$6.8M premiums
Participants
74,077
3001 SUMMER STREET - STAMFORD, CT 06926203-351-7181pitneybowes.comLinkedIn10001+ employeescomputer software
Plans on this EIN
9 filings
#006401k-$1.74B - 12,907 part#001CashBalance-$958.8M - 17,744 part#501Fully Insured-$3.5M - 9,789 lives#504Fully Insured-$3.1M - 2,855 lives#560Fully Insured-$190K - 256 lives#502Self Funded-0 lives#503Fully Insured-5,833 lives#507Self Funded-0 lives#511Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.70B assets / 30,651 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • BOWES INC. 401(K) (#006)64%
  • PITNEY BOWES PENSION (#001)36%
Total $2.70BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • T ROWE PRICE RPS INC64%
  • (Not disclosed)36%
Total $2.70BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PITNEY BOWES PENSION (#001)17,744
  • BOWES INC. 401(K) (#006)12,907
Total 30,651Click row to drill in

Benefits portfolio analytics

7 plans / $6.8M premiums / 18,733 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.5M
  • Other$3.5M
  • Health$2.5M
  • Dental$445K
  • Vision$402K
Total $6.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • METROPOLITAN LIFE INSURANCE COMPANY52%
  • KAISER FOUNDATION HEALTH PLAN INC36%
  • AETNA LIFE INSURANCE COMPANY7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $6.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • MARSH & MCLENNAN AGENCY LLC55%
  • BROWN AND BROWN OF FLORIDA, INC.42%
  • STRATEGIC EMPLOYEE BENEFIT SERVICES3%
Total $63K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

PITNEY BOWES INC. 401(K) PLAN

401k

Assets$1.74B
Participants12,907
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PITNEY BOWES PENSION PLAN

CashBalance

Assets$958.8M
Participants17,744
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP BASIC TERM LIFE, SUPPLEMENTAL DEPENDENT AND TERM LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT PLAN FOR EMPLOYEES OF PITNEY BOWES INC.

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives9,789
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PITNEY BOWES INC. HEALTH AND WELFARE PLAN FOR ACTIVE EMPLOYEES

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$3.1M
Covered lives2,855
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#560

PITNEY BOWES INC. HEALTH AND WELFARE PLAN FOR RETIREES

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$190K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PITNEY BOWES LONG TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PITNEY BOWES TRAVEL ACCIDENT PLAN

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$0
Covered lives5,833
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

PITNEY BOWES SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

PITNEY BOWES FLEXIBLE BENEFITS PROGRAM

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006PITNEY BOWES INC. 401(K) PLAN401k$1.74B12,9072024
001PITNEY BOWES PENSION PLANCashBalance$958.8M17,7442024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP BASIC TERM LIFE, SUPPLEMENTAL DEPENDENT AND TERM LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT PLAN FOR EMPLOYEES OF PITNEY BOWES INC.Fully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$3.5M9,7892024
504PITNEY BOWES INC. HEALTH AND WELFARE PLAN FOR ACTIVE EMPLOYEESFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$3.1M2,8552024
560PITNEY BOWES INC. HEALTH AND WELFARE PLAN FOR RETIREESFully InsuredAETNA LIFE INSURANCE CO.$190K2562024
502PITNEY BOWES LONG TERM DISABILITY PLANSelf Funded-$002024
503PITNEY BOWES TRAVEL ACCIDENT PLANFully InsuredACE AMERICAN INSURANCE COMPANY$05,8332024
507PITNEY BOWES SEVERANCE PLANSelf Funded-$002024
511PITNEY BOWES FLEXIBLE BENEFITS PROGRAMSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica