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Sponsor portfolio

STATE BANK OF INDIA

EIN 13-2535604-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$18.2M assets
Welfare
1
$4.4M premiums
Participants
273
425 PARK AVE - CHICAGO, IL 60603212-521-3250
Plans on this EIN
3 filings
#001401k-$15.8M - 121 part#002401k-$2.4M - 18 part#501Fully Insured-$4.4M - 245 lives

Retirement portfolio analytics

2 plans aggregated / $18.2M assets / 139 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PLAN & TRUST (#001)87%
  • OF INDIA 401(K) (#002)13%
Total $18.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)121
  • OF INDIA 401(K) (#002)18
Total 139Click row to drill in

Benefits portfolio analytics

1 plan / $4.4M premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Vision$4.2M
  • Prescription drug$4.2M
  • Dental$256K
  • Life$256K
  • Other$256K
Total $4.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $4.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ENTERPRISE BENEFIT SOLUTIONS LLC85%
  • PROFESSIONAL GROUP PLANS INC15%
Total $196K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STATE BANK OF INDIA 401(K) PLAN & TRUST

401k

Assets$15.8M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STATE BANK OF INDIA 401(K) PLAN

401k

Assets$2.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STATE BANK OF INDIA EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.4M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STATE BANK OF INDIA 401(K) PLAN & TRUST401k$15.8M1212025
002STATE BANK OF INDIA 401(K) PLAN401k$2.4M182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STATE BANK OF INDIA EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.4M2452024
Retirement plans
Welfare plans
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