Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MSCI INC.
EIN 13-4038723financial servicesLatest filing 2025
Plans
6
Retirement
5
$507.9M assets
Welfare
1
$2.8M premiums
Participants
2,607
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 / $507.9M assets / 1,643 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.8M premiums / 2,052 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.3M
- Other$1.1M
- Life$1.0M
- Long-term disability$1.0M
- Vision$217K
- Health$211K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
45%top
- DELTA DENTAL OF CALIFORNIA45%
- UNUM LIFE INSURANCE COMPANY OF AMERICA36%
- FIDELITY SECURITY LIFE INSURANCE COMPANY8%
- PRIORITY HEALTH5%
- KAISER FOUNDATION HEALTH PLAN INC3%
- +2 more
Broker market share
Schedule A broker compensation
92%top
- MERCER HEALTH AND BENEFITS, LLC92%
- NANCY N ECHOLS8%
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$505.7M
Participants1,599
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
GMI 401(K) PLAN
401k
Assets$1.0M
Participants9
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$994K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
IPD US 401(K) PLAN
401k
Assets$108K
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
Participants16
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$2.8M
Covered lives2,052
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 | $505.7M | 1,599 | 2025 | |
| 004 | GMI 401(K) PLAN | 401k | $1.0M | 9 | 2025 | |
| 002 | INVESTOR FORCE, INC. 401(K) PLAN | 401k | $994K | 15 | 2025 | |
| 003 | IPD US 401(K) PLAN | 401k | $108K | 4 | 2025 | |
| 005 | BURGISS 401(K) PLAN | 401k | $45K | 16 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH & WELFARE PLANS | Mixed | DELTA DENTAL OF NEW YORK | $2.8M | 2,052 | 2025 |
Retirement plans
Welfare plans