Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
IMS HEALTH PUERTO RICO,INC.
EIN 06-1506026Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
3
$4.09B assets
Welfare
1
$22.9M premiums
Participants
55,806
83 WOOSTER HEIGHTS ROAD, SUITE 501 - DANBURY, CT 06810610-595-4023
Retirement portfolio analytics
3 plans aggregated / $4.09B assets / 38,110 participantsParticipants by plan
Active + retired + deferred vested
- IQVIA 401(K) (#004)33,208
Benefits portfolio analytics
1 plan / $22.9M premiums / 23,622 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$10.9M
- Life$7.2M
- Long-term disability$5.2M
- Health$4.9M
- Prescription drug$4.9M
- Vision$2.2M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
53%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY53%
- KAISER FOUNDATION HEALTH PLAN INC20%
- AETNA LIFE INSURANCE COMPANY14%
- FIDELITY SECURITY LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
IQVIA 401(K) PLAN
401k
Assets$3.56B
Participants33,208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IMS HEALTH INCORPORATED RETIREMENT PLAN
CashBalance
Assets$530.7M
Participants4,900
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE IMS HEALTH PUERTO RICO INC. 1165(E)SAVINGS PLAN
ProfitSharing
Assets$652K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IQVIA INC. HEALTH PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$22.9M
Covered lives23,622
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | IQVIA 401(K) PLAN | 401k | $3.56B | 33,208 | 2024 | |
| 002 | IMS HEALTH INCORPORATED RETIREMENT PLAN | CashBalance | $530.7M | 4,900 | 2024 | |
| 003 | THE IMS HEALTH PUERTO RICO INC. 1165(E)SAVINGS PLAN | ProfitSharing | $652K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IQVIA INC. HEALTH PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $22.9M | 23,622 | 2024 |
Retirement plans
Welfare plans