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Sponsor portfolioTH

AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES

EIN 13-4922250-Finance and Insurance-Latest filing 2024
Plans
7
Retirement
2
$10.22B assets
Welfare
5
$33.0M premiums
Participants
134,200
200 VESEY STREET 01-35-03 - NEW YORK, NY 10285212-640-2000
Plans on this EIN
7 filings
#002ESOP-$9.07B - 38,871 part#005CashBalance-$1.16B - 17,067 part#507Fully Insured-$30.9M - 25,107 lives#525Fully Insured-$2.1M - 1,950 lives#513Self Funded-0 lives#518Self Funded-0 lives#521Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $10.22B assets / 55,938 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • EXPRESS RETIREMENT Savings (#002)89%
  • EXPRESS RETIREMENT PLAN (#005)11%
Total $10.22BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $10.22BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EXPRESS RETIREMENT Savings (#002)38,871
  • EXPRESS RETIREMENT PLAN (#005)17,067
Total 55,938Click row to drill in

Benefits portfolio analytics

5 plans / $33.0M premiums / 27,057 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$17.3M
  • Life$14.8M
  • Long-term disability$9.5M
  • Vision$3.0M
  • Dental$981K
  • Health$969K
Total $33.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • METROPOLITAN LIFE INSURANCE COMPANY84%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY9%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • DELTA DENTAL OF CALIFORNIA3%
  • BLUE CROSS OF CALIFORNIA1%
  • +2 more
Total $33.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • NFP INSURANCE SERVICES INC64%
  • AMERICAN BENEFITS AND COMPENSATION22%
  • MERCER HEALTH AND BENEFITS, LLC14%
  • AON CONSULTING INC1%
Total $1.1M4 slices

Plan deep-dives

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

AMERICAN EXPRESS RETIREMENT SAVINGS PLAN

ESOP

Assets$9.07B
Participants38,871
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

AMERICAN EXPRESS RETIREMENT PLAN

CashBalance

Assets$1.16B
Participants17,067
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

AMERICAN EXPRESS WELFARE BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$30.9M
Covered lives25,107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

AMERICAN EXPRESS RETIREE WELFARE BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives1,950
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

AMERICAN EXPRESS SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

AMERICAN EXPRESS PILOT SUPPLEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

AMERICAN EXPRESS SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN EXPRESS RETIREMENT SAVINGS PLANESOP$9.07B38,8712024
005AMERICAN EXPRESS RETIREMENT PLANCashBalance$1.16B17,0672024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
507AMERICAN EXPRESS WELFARE BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$30.9M25,1072024
525AMERICAN EXPRESS RETIREE WELFARE BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$2.1M1,9502024
513AMERICAN EXPRESS SEVERANCE PAY PLANSelf Funded-$002024
518AMERICAN EXPRESS PILOT SUPPLEMENT PLANSelf Funded-$002024
521AMERICAN EXPRESS SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLANUnknown-$002024
Retirement plans
Welfare plans
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