Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
BARCLAYS SERVICES CORPORATION
EIN 13-3714398Finance and InsuranceLatest filing 2024
Plans
5
Retirement
2
$4.06B assets
Welfare
3
$16.7M premiums
Participants
47,500
Retirement portfolio analytics
2 plans aggregated / $4.06B assets / 22,588 participantsParticipants by plan
Active + retired + deferred vested
- BARCLAYS 401(K) (#002)19,531
Benefits portfolio analytics
3 plans / $16.7M premiums / 16,920 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$7.1M
- Other$5.8M
- Long-term disability$5.7M
- Life$5.3M
- Vision$2.0M
- Dental$1.5M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
78%top
- METROPOLITAN LIFE INSURANCE COMPANY78%
- EYEMED VISION CARE12%
- AETNA LIFE INSURANCE COMPANY7%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
- ANTHEM LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- AMERICAN BENEFITS AND COMPENSATION100%
- AMERICAN BENEFITS CONSULTING LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARCLAYS 401(K) PLAN
401k
Assets$3.55B
Participants19,531
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BARCLAYS PENSION PLAN
TraditionalDB
Assets$505.6M
Participants3,057
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#599
BARCLAYS WELFARE BENEFITS/CAFETERIA PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$16.3M
Covered lives16,443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#600
BARCLAYS RETIREE MEDICAL, DENTAL AND LIFE INSURANCE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$380K
Covered lives477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
BARCLAYS DISCRETIONARY SEVERANCE PAY 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 | BARCLAYS 401(K) PLAN | 401k | $3.55B | 19,531 | 2024 | |
| 001 | BARCLAYS PENSION PLAN | TraditionalDB | $505.6M | 3,057 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 599 | BARCLAYS WELFARE BENEFITS/CAFETERIA PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $16.3M | 16,443 | 2024 | |
| 600 | BARCLAYS RETIREE MEDICAL, DENTAL AND LIFE INSURANCE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $380K | 477 | 2024 | |
| 508 | BARCLAYS DISCRETIONARY SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans