Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$537K
- Life$521K
- Long-term disability$284K
- Vision$243K
Sponsor portfolio
FACTSET RESEARCH SYSTEMS INC.
EIN 13-3362547InformationLatest filing 2025
Plans
2
Retirement
1
$1.03B assets
Welfare
1
$1.1M premiums
Participants
6,620
45 GLOVER AVENUE,, 7TH FLOOR - NORWALK, CT 06850203-810-1555
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 4,184 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA76%
- FIDELITY SECURITY LIFE INSURANCE COMPANY23%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
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#004
FACTSET RESEARCH SYSTEMS INC. PLAN
401k
Assets$1.03B
Participants4,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FACTSET RESEARCH SYSTEMS INC. FLEXIBLE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.1M
Covered lives4,184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | FACTSET RESEARCH SYSTEMS INC. PLAN | 401k | $1.03B | 4,076 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FACTSET RESEARCH SYSTEMS INC. FLEXIBLE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.1M | 4,184 | 2025 |
Retirement plans
Welfare plans