Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DEUTSCHE BANK AMERICAS HOLDING CORPORATION
EIN 13-3645372Management of Companies and EnterprisesLatest filing 2024
Plans
5
Retirement
2
$5.60B assets
Welfare
3
$12.8M premiums
Participants
49,374
FLOOR 7N, 1 COLUMBUS CIRCLE - NEW YORK, NY 10019212-250-9295
Retirement portfolio analytics
2 plans aggregated / $5.60B assets / 29,601 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
80%top
- (Not disclosed)80%
- ALIGHT SOLUTIONS LLC20%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $12.8M premiums / 12,086 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$10.9M
- Short-term disability$5.5M
- Long-term disability$5.5M
- Life$4.3M
- Vision$1.0M
- Health$873K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
43%top
- ZURICH AMERICAN INSURANCE COMPANY43%
- METROPOLITAN LIFE INSURANCE COMPANY37%
- AETNA LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN8%
- JOHN HANCOCK LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
72%top
- MERCER HEALTH AND BENEFITS, LLC72%
- AMERICAN BENEFITS & COMP SYSTEMS28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DEUTSCHE BANK MATCHED SAVINGS PLAN
401k
Assets$4.48B
Participants17,607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DEUTSCHE BANK CASH ACCOUNT PENSION PLAN
CashBalance
Assets$1.12B
Participants11,994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
DEUTSCHE BANK OMNIBUS GROUP HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - ZURICH AMERICAN LIFE INSURANCE COMPANY OF NEW YORK
Premiums$12.8M
Covered lives12,086
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
DEUTSCHE BANK AMERICAS HOLDING CORP. SEVERANCE PROGRAM
Mewa
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
DEUTSCHE BANK RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
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 | DEUTSCHE BANK MATCHED SAVINGS PLAN | 401k | $4.48B | 17,607 | 2024 | |
| 001 | DEUTSCHE BANK CASH ACCOUNT PENSION PLAN | CashBalance | $1.12B | 11,994 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | DEUTSCHE BANK OMNIBUS GROUP HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | ZURICH AMERICAN LIFE INSURANCE COMPANY OF NEW YORK | $12.8M | 12,086 | 2024 | |
| 510 | DEUTSCHE BANK AMERICAS HOLDING CORP. SEVERANCE PROGRAM | Mewa | - | $0 | 0 | 2024 | |
| 511 | DEUTSCHE BANK RETIREE HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans