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Sponsor portfolioTH

SCHRODER US HOLDINGS INC.

EIN 13-2621402-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$220.8M assets
Welfare
1
$7.9M premiums
Participants
875
7 BRYANT PARK - NEW YORK, NY 10018646-951-8170
Plans on this EIN
2 filings
#004401k-$220.8M - 519 part#501Fully Insured-$7.9M - 437 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.7M
  • Health$7.5M
  • Dental$7.5M
  • Life$105K
  • Short-term disability$105K
  • Vision$97K
  • +2 more
Total $7.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • HARTFORD LIFE AND ACCIDENT0%
  • +1 more
Total $7.9M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $332K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN

401k

Assets$220.8M
Participants519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHRODER US HOLDINGS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$7.9M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN401k$220.8M5192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHRODER US HOLDINGS, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$7.9M4372024
Retirement plans
Welfare plans
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