Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BURGISS GROUP LLC
EIN 13-4038723financial servicesLatest filing 2024
Plans
6
Retirement
5
$432.5M assets
Welfare
1
$2.7M premiums
Participants
2,863
7 WORLD TRADE CENTER, 250 GREENWICH STREET, 48TH FLOOR - NEW YORK, NY 10007212-804-5330msci.comLinkedIn1001-5000 employeesfinancial services
Retirement portfolio analytics
5 plans aggregated / $432.5M assets / 1,842 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- (Not disclosed)100%
- THE VANGUARD GROUP, INC.0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 2,113 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.2M
- Other$951K
- Life$875K
- Long-term disability$875K
- Health$259K
- Prescription drug$259K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
47%top
- DELTA DENTAL OF CALIFORNIA47%
- UNUM LIFE INSURANCE COMPANY OF AMERICA33%
- FIDELITY SECURITY LIFE INSURANCE COMPANY8%
- PRIORITY HEALTH6%
- KAISER FOUNDATION HEALTH PLAN INC3%
- +2 more
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#001
MSCI INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$430.1M
Participants1,812
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INVESTOR FORCE, INC. 401(K) PLAN
401k
Assets$1.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
GMI 401(K) PLAN
401k
Assets$912K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
IPD US 401(K) PLAN
401k
Assets$93K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BURGISS 401(K) PLAN
401k
Assets$45K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH & WELFARE PLANS
Mixed - DELTA DENTAL OF NEW YORK
Premiums$2.7M
Covered lives2,113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MSCI INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $430.1M | 1,812 | 2024 | |
| 002 | INVESTOR FORCE, INC. 401(K) PLAN | 401k | $1.4M | 17 | 2024 | |
| 004 | GMI 401(K) PLAN | 401k | $912K | 9 | 2024 | |
| 003 | IPD US 401(K) PLAN | 401k | $93K | 4 | 2024 | |
| 005 | BURGISS 401(K) PLAN | 401k | $45K | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH & WELFARE PLANS | Mixed | DELTA DENTAL OF NEW YORK | $2.7M | 2,113 | 2024 |
Retirement plans
Welfare plans