Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE BANK OF NEW YORK MELLON CORPORATION
EIN 13-2614959investment managementLatest filing 2024
Plans
5
Retirement
2
$10.15B assets
Welfare
3
$40.4M premiums
Participants
102,135
500 ROSS STREET 154-1300 - PITTSBURGH, PA 15262412-234-4840LinkedIn1-10 employeesinvestment management
Retirement portfolio analytics
2 plans aggregated / $10.15B assets / 52,835 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $40.4M premiums / 38,944 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$33.2M
- Life$15.9M
- Short-term disability$14.4M
- Long-term disability$14.4M
- Health$2.6M
- Dental$1.6M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
40%top
- METROPOLITAN LIFE INSURANCE COMPANY40%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA36%
- AETNA LIFE INSURANCE COMPANY15%
- SPRING HEALTH7%
- KAISER FOUNDATION HEALTH PLAN INC2%
- +2 more
Broker market share
Schedule A broker compensation
48%top
- AMERICAN BENEFITS AND COMPENSATION48%
- AON CONSULTING INC48%
- MERCER HEALTH AND BENEFITS, LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
THE BANK OF NEW YORK MELLON CORPORATION 401(K) SAVINGS PLAN
ESOP
Assets$9.91B
Participants42,007
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EMPLOYEE STOCK OWNERSHIP PLAN OF THE BANK OF NEW YORK COMPANY, INC.
ESOP
Assets$244.1M
Participants10,828
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
THE BANK OF NEW YORK MELLON HEALTH AND WELFARE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$40.4M
Covered lives38,944
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE BANK OF NEW YORK MELLON CORPORATION SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#555
THE BANK OF NEW YORK MELLON CORPORATION 2018 TECHNOLOGY SEPARATION PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE BANK OF NEW YORK MELLON CORPORATION 401(K) SAVINGS PLAN | ESOP | $9.91B | 42,007 | 2024 | |
| 003 | EMPLOYEE STOCK OWNERSHIP PLAN OF THE BANK OF NEW YORK COMPANY, INC. | ESOP | $244.1M | 10,828 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | THE BANK OF NEW YORK MELLON HEALTH AND WELFARE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $40.4M | 38,944 | 2024 | |
| 505 | THE BANK OF NEW YORK MELLON CORPORATION SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN | Unknown | - | $0 | 0 | 2024 | |
| 555 | THE BANK OF NEW YORK MELLON CORPORATION 2018 TECHNOLOGY SEPARATION PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans