Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SWISS RE AMERICA HOLDING CORPORATION
EIN 13-2761364insuranceLatest filing 2024
Plans
4
Retirement
2
$2.03B assets
Welfare
2
$4.3M premiums
Participants
9,247
Retirement portfolio analytics
2 plans aggregated / $2.03B assets / 6,078 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.3M premiums / 2,346 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.3M
- Life$4.2M
- Long-term disability$4.2M
- Short-term disability$8K
Carrier market share
Premium dollars by Schedule A carrier
98%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA98%
- AETNA LIFE INSURANCE COMPANY1%
- ZURICH AMERICAN INSURANCE COMPANY1%
- HEALTH AND HUMAN RESOURCE CENTER0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SWISS RE GROUP U.S. EMPLOYEES' SAVINGS PLAN
401k
Assets$1.63B
Participants4,191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SWISS RE GROUP U.S. EMPLOYEES' PENSION PLAN
TraditionalDB
Assets$395.6M
Participants1,887
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SWISS RE GROUP U.S. EMPLOYEES' HEALTH AND WELFARE PLAN
Mixed - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$4.3M
Covered lives2,346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SWISS RE GROUP U.S. RETIREE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SWISS RE GROUP U.S. EMPLOYEES' SAVINGS PLAN | 401k | $1.63B | 4,191 | 2024 | |
| 001 | SWISS RE GROUP U.S. EMPLOYEES' PENSION PLAN | TraditionalDB | $395.6M | 1,887 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SWISS RE GROUP U.S. EMPLOYEES' HEALTH AND WELFARE PLAN | Mixed | FIRST UNUM LIFE INSURANCE COMPANY | $4.3M | 2,346 | 2024 | |
| 502 | SWISS RE GROUP U.S. RETIREE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans