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Sponsor portfolio

WARBURG PINCUS LLC

EIN 13-3536050-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$372.5M assets
Welfare
1
$4.8M premiums
Participants
1,764
450 LEXINGTON AVENUE - NEW YORK, NY 10017212-878-0600LinkedIn11-50 employees
Plans on this EIN
3 filings
#002401k-$324.9M - 771 part#004CashBalance-$47.6M - 119 part#502Mixed-$4.8M - 812 lives

Retirement portfolio analytics

2 plans aggregated / $372.5M assets / 890 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PROFIT SHARING PLAN (#002)87%
  • BALANCE RETIREMENT PLAN (#004)13%
Total $372.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)771
  • BALANCE RETIREMENT PLAN (#004)119
Total 890Click row to drill in

Benefits portfolio analytics

1 plan / $4.8M premiums / 812 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Vision$2.2M
  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Long-term disability$1.6M
  • +1 more
Total $4.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY44%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA33%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA14%
  • ACE AMERICAN INSURANCE COMPANY4%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
  • +3 more
Total $4.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • IMG0%
Total $132K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WARBURG PINCUS LLC PROFIT SHARING PLAN

401k

Assets$324.9M
Participants771
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$47.6M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.8M
Covered lives812
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WARBURG PINCUS LLC PROFIT SHARING PLAN401k$324.9M7712024
004WARBURG PINCUS LLC CASH BALANCE RETIREMENT PLANCashBalance$47.6M1192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.8M8122024
Retirement plans
Welfare plans
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