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  2. THE DEPOSITORY TRUST & CLEARING CORPORATION
Sponsor portfolioTH

THE DEPOSITORY TRUST & CLEARING CORPORATION

EIN 13-4086405-financial services-Latest filing 2024
Plans
4
Retirement
3
$2.51B assets
Welfare
1
$4.5M premiums
Participants
14,650
570 WASHINGTON BOULEVARD - JERSEY CITY, NJ 07310212-855-3163dtcc.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
4 filings
#002401k-$1.77B - 5,393 part#003TraditionalDB-$722.3M - 4,064 part#001401k-$21.6M - 123 part#501Mixed-$4.5M - 7,047 lives

Retirement portfolio analytics

3 plans aggregated / $2.51B assets / 9,580 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CORPORATION EMPLOYEE Savings (#002)70%
  • CORPORATION RETIREMENT PLAN (#003)29%
  • LEVEL EMPLOYEE Savings (#001)1%
Total $2.51BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION EMPLOYEE Savings (#002)5,393
  • CORPORATION RETIREMENT PLAN (#003)4,064
  • LEVEL EMPLOYEE Savings (#001)123
Total 9,580Click row to drill in

Benefits portfolio analytics

1 plan / $4.5M premiums / 7,047 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.5M
  • Life$3.8M
  • Long-term disability$3.8M
  • Dental$510K
  • Vision$510K
Total $4.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA86%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $135K1 slice

Plan deep-dives

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

THE DEPOSITORY TRUST & CLEARING CORPORATION EMPLOYEE SAVINGS PLAN

401k

Assets$1.77B
Participants5,393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE DEPOSITORY TRUST & CLEARING CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$722.3M
Participants4,064
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE DEPOSITORY TRUST & CLEARING CORPORATION OPERATIONS LEVEL EMPLOYEE SAVINGS PLAN

401k

Assets$21.6M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE DEPOSITORY TRUST & CLEARING CORPORATION WELFARE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$4.5M
Covered lives7,047
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE DEPOSITORY TRUST & CLEARING CORPORATION EMPLOYEE SAVINGS PLAN401k$1.77B5,3932024
003THE DEPOSITORY TRUST & CLEARING CORPORATION RETIREMENT PLANTraditionalDB$722.3M4,0642024
001THE DEPOSITORY TRUST & CLEARING CORPORATION OPERATIONS LEVEL EMPLOYEE SAVINGS PLAN401k$21.6M1232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE DEPOSITORY TRUST & CLEARING CORPORATION WELFARE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$4.5M7,0472024
Retirement plans
Welfare plans
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