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AUSTRALIA & NEW ZEALAND BANKING GROUP LIMITED (ANZ)

EIN 13-2623463-banking-Latest filing 2024
Plans
6
Retirement
1
$71.0M assets
Welfare
5
$9.8M premiums
Participants
917
277 PARK AVENUE, LEVEL 31 - NEW YORK, NY 10172646-787-6048LinkedIn1-10 employeesbanking
Plans on this EIN
6 filings
#007401k-$71.0M - 232 part#502Fully Insured-$4.8M - 137 lives#505Fully Insured-$4.8M - 137 lives#504Fully Insured-$63K - 138 lives#501Fully Insured-$59K - 138 lives#506Fully Insured-$21K - 340 lives

Benefits portfolio analytics

5 plans / $9.8M premiums / 890 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.7M
  • Dental$9.7M
  • Prescription drug$9.7M
  • Life$63K
  • Other$63K
  • Long-term disability$59K
  • +1 more
Total $9.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY99%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
  • EYEMED VISION CARE0%
Total $9.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • GALLAGHER BENEFIT SERVICES, INC.69%
  • BOLLINGER INC31%
Total $696K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

AUSTRALIA AND NEW ZEALAND BANKING GROUP LTD. RETIREMENT SAVINGS PLAN

401k

Assets$71.0M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED DENTAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.8M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.8M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED LIFE PLAN

Fully Insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

Premiums$63K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED LONG TERM DISABILITY PLAN

Fully Insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

Premiums$59K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO. OF NY

Premiums$21K
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
007AUSTRALIA AND NEW ZEALAND BANKING GROUP LTD. RETIREMENT SAVINGS PLAN401k$71.0M2322024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED DENTAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.8M1372024
505AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.8M1372024
504AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED LIFE PLANFully InsuredNEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$63K1382024
501AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED LONG TERM DISABILITY PLANFully InsuredNEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$59K1382024
506AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS. CO. OF NY$21K3402024
Retirement plans
Welfare plans
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