Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ERICSSON INC.
EIN 06-1119960InformationLatest filing 2024
Plans
5
Retirement
2
$4.30B assets
Welfare
3
$10.9M premiums
Participants
27,904
6300 LEGACY DRIVE - PLANO, TX 75024972-583-0000
Retirement portfolio analytics
2 plans aggregated / $4.30B assets / 15,752 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
88%top
- GREAT-WEST LIFE & ANNUITY INSURANCE88%
- (Not disclosed)12%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $10.9M premiums / 10,437 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.5M
- Life$6.2M
- Long-term disability$1.6M
- Vision$1.3M
- Short-term disability$70K
- Health$47K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
72%top
- METROPOLITAN LIFE INSURANCE COMPANY72%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA16%
- VISION SERVICE PLAN12%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
Broker market share
Schedule A broker compensation
53%top
- WILLIS TOWERS WATSON US LLC53%
- SEDGWICK CLAIMS MANAGEMENT SERVICES36%
- MERCER HEALTH AND BENEFITS, LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
ERICSSON US 401(K) PLAN
401k
Assets$3.77B
Participants12,872
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
ERICSSON US PENSION PLAN
CashBalance
Assets$526.0M
Participants2,880
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514
ERICSSON E-CARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$9.5M
Covered lives9,276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530
ERICSSON INC. MEDICAL AND LIFE INSURANCE PLAN FOR RETIREES
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives1,161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517
ERICSSON SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | ERICSSON US 401(K) PLAN | 401k | $3.77B | 12,872 | 2024 | |
| 007 | ERICSSON US PENSION PLAN | CashBalance | $526.0M | 2,880 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 514 | ERICSSON E-CARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $9.5M | 9,276 | 2024 | |
| 530 | ERICSSON INC. MEDICAL AND LIFE INSURANCE PLAN FOR RETIREES | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $1.4M | 1,161 | 2024 | |
| 517 | ERICSSON SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans