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  1. Companies/
  2. State Bank of India
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

State Bank of India

EIN 13-2535604-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$18.2M assets
Health & Benefits
1
$4.3M premiums
Participants
310
425 PARK AVE - CHICAGO, IL 60603212-521-3250
Plans on this EIN
3 filings
#001401(k)-$15.8M - 121 part#002401(k)-$2.4M - 18 part#501Fully insured-$4.3M - 333 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $18.2M assets / 139 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#001)$15.8M
  • OF INDIA 401(K) (#002)$2.4M
Total $18.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)121
  • OF INDIA 401(K) (#002)18
Total 139Select a row to open it

Benefits portfolio analytics

1 plan / $4.3M premiums / 333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Vision$4.1M
  • Prescription drug$4.1M
  • Dental$229K
  • Life$229K
  • Other$229K
Total $4.3M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STATE BANK OF INDIA 401(K) PLAN & TRUST

401(k)

Assets$15.8M
Participants121
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

STATE BANK OF INDIA 401(K) PLAN

401(k)

Assets$2.4M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STATE BANK OF INDIA EMPLOYEE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.3M
Covered lives333
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STATE BANK OF INDIA 401(K) PLAN & TRUST401(k)$15.8M1212025
#002STATE BANK OF INDIA 401(K) PLAN401(k)$2.4M182025
  • STATE BANK OF INDIA 401(K) PLAN & TRUST$15.8M
    #001 · 401(k) · 2025121
  • STATE BANK OF INDIA 401(K) PLAN$2.4M
    #002 · 401(k) · 202518

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STATE BANK OF INDIA EMPLOYEE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$4.3M3332025
  • STATE BANK OF INDIA EMPLOYEE BENEFIT PLAN$4.3M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025333
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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