Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
C.V. STARR & COMPANY, INC.
EIN 13-5621350Finance and InsuranceLatest filing 2024
Plans
3
Retirement
2
$848.8M assets
Welfare
1
$4.2M premiums
Participants
7,452
399 PARK AVENUE, 3RD FLOOR - NEW YORK, NY 10022212-230-5040
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $848.8M assets / 5,308 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- THE VANGUARD GROUP, INC.58%
- (Not disclosed)42%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.2M premiums / 2,779 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.4M
- Life$1.9M
- Long-term disability$1.9M
- Dental$1.3M
- Vision$264K
- Health$256K
Carrier market share
Premium dollars by Schedule A carrier
44%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA44%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY31%
- METROPOLITAN LIFE INSURANCE COMPANY18%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
- ACE AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
C.V. STARR & CO., INC. INCENTIVE SAVINGS PLAN
401k
Assets$491.5M
Participants2,862
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
C.V. STARR & CO., INC. RETIREMENT PLAN
TraditionalDB
Assets$357.3M
Participants2,446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
C.V. STARR & CO., INC. HEALTH & WELFARE PROGRAM
Mewa - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$4.2M
Covered lives2,779
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | C.V. STARR & CO., INC. INCENTIVE SAVINGS PLAN | 401k | $491.5M | 2,862 | 2024 | |
| 002 | C.V. STARR & CO., INC. RETIREMENT PLAN | TraditionalDB | $357.3M | 2,446 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C.V. STARR & CO., INC. HEALTH & WELFARE PROGRAM | Mewa | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $4.2M | 2,779 | 2024 |
Retirement plans
Welfare plans