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  2. KPMG LLP C/O TOTAL REWARDS DEPT
Sponsor portfolioTH

KPMG LLP C/O TOTAL REWARDS DEPT

EIN 13-5565207-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
9
Retirement
6
$16.28B assets
Welfare
3
$94.3M premiums
Participants
135,082
75 CHESTNUT RIDGE ROAD - MONTVALE, NJ 07645800-576-4435
Plans on this EIN
9 filings
#011401k-$10.49B - 55,312 part#016CashBalance-$3.10B - 71,845 part#018CashBalance-$1.87B - 3,267 part#017ProfitSharing-$524.2M - 2,601 part#013TargetBenefit-$272.1M - 1,877 part#021401k-$24.3M - 180 part#520Fully Insured-$72.7M - 41,723 lives#506Fully Insured-$21.6M - 13,121 lives#521Self Funded-0 lives

Retirement portfolio analytics

6 plans aggregated / $16.28B assets / 135,082 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CAPITAL ACCUMULATION PLAN (#011)64%
  • KPMG PENSION (#016)19%
  • KPMG PARTNER PENSION (#018)11%
  • PARTNER RETIREMENT Savings (#017)3%
  • ACCOUNT FOR RETIREMENT (#013)2%
  • +1 more
Total $16.28BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • MERRILL LYNCH PIERCE FENNER & SMITH70%
  • (Not disclosed)30%
Total $16.28BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KPMG PENSION (#016)71,845
  • CAPITAL ACCUMULATION PLAN (#011)55,312
  • KPMG PARTNER PENSION (#018)3,267
  • PARTNER RETIREMENT Savings (#017)2,601
  • ACCOUNT FOR RETIREMENT (#013)1,877
  • CAPITAL ACCUMULATION PLAN (#021)180
Total 135,082Click row to drill in

Benefits portfolio analytics

3 plans / $94.3M premiums / 54,844 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$33.6M
  • Health$18.5M
  • Prescription drug$17.8M
  • Life$13.4M
  • Long-term disability$12.6M
  • Other$7.8M
  • +2 more
Total $94.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA68%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • EYEMED VISION CARE6%
  • AETNA LIFE INSURANCE COMPANY4%
  • BLUE CROSS OF CALIFORNIA4%
  • +3 more
Total $94.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • SEDGWICK CLAIMS MANAGEMENT SERVICES49%
  • AMERICAN BENEFITS AND COMPENSATION34%
  • WILLIS TOWERS WATSON US LLC17%
  • ALLIANT INSURANCE SERVICES, INC.0%
Total $1.6M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

KPMG 401(K) CAPITAL ACCUMULATION PLAN

401k

Assets$10.49B
Participants55,312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016

KPMG PENSION PLAN

CashBalance

Assets$3.10B
Participants71,845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018

KPMG PARTNER PENSION PLAN

CashBalance

Assets$1.87B
Participants3,267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#017

KPMG PARTNER RETIREMENT SAVINGS PLAN

ProfitSharing

Assets$524.2M
Participants2,601
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

KPMG PERSONAL ACCOUNT FOR RETIREMENT

TargetBenefit

Assets$272.1M
Participants1,877
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

KPMG PUERTO RICO CAPITAL ACCUMULATION PLAN

401k

Assets$24.3M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

KPMG LLP OMNIBUS HEALTH & WELFARE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$72.7M
Covered lives41,723
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

KPMG LLP HEALTH PLANS

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC. NORTHERN CALIFORNIA

Premiums$21.6M
Covered lives13,121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

KPMG RETIREE MEDICARE HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

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

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
011KPMG 401(K) CAPITAL ACCUMULATION PLAN401k$10.49B55,3122024
016KPMG PENSION PLANCashBalance$3.10B71,8452024
018KPMG PARTNER PENSION PLANCashBalance$1.87B3,2672024
017KPMG PARTNER RETIREMENT SAVINGS PLANProfitSharing$524.2M2,6012025
013KPMG PERSONAL ACCOUNT FOR RETIREMENTTargetBenefit$272.1M1,8772025
021KPMG PUERTO RICO CAPITAL ACCUMULATION PLAN401k$24.3M1802024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
520KPMG LLP OMNIBUS HEALTH & WELFARE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$72.7M41,7232024
506KPMG LLP HEALTH PLANSFully InsuredKAISER FOUNDATION HEALTH PLAN, INC. NORTHERN CALIFORNIA$21.6M13,1212024
521KPMG RETIREE MEDICARE HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002024
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