Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$887K
- Life$872K
- Long-term disability$339K
- Vision$219K
Sponsor portfolio
FACTSET RESEARCH SYSTEMS INC.
EIN 13-3362547InformationLatest filing 2024
Plans
2
Retirement
1
$863.3M assets
Welfare
1
$1.4M premiums
Participants
6,337
601 MERRITT 7, 3RD FLOOR - NORWALK, CT 06851203-810-1555
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 4,083 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY60%
- UNUM LIFE INSURANCE COMPANY OF AMERICA23%
- FIDELITY SECURITY LIFE INSURANCE COMPANY15%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
95%top
- WILLIS TOWERS WATSON US LLC95%
- AON CONSULTING INC3%
- MERCER HEALTH AND BENEFITS, LLC2%
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$863.3M
Participants4,030
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 - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives4,083
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 | $863.3M | 4,030 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FACTSET RESEARCH SYSTEMS INC. FLEXIBLE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.4M | 4,083 | 2024 |
Retirement plans
Welfare plans