Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AMUNDI US, INC
EIN 13-5657669financial servicesLatest filing 2025
Plans
3
Retirement
2
$304.1M assets
Welfare
1
$11.2M premiums
Participants
2,049
4900 TIEDEMAN ROAD, 4TH FLOOR - BROOKLYN, OH 44144216-898-2558pioneerinvestments.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $304.1M assets / 1,439 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $11.2M premiums / 953 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.7M
- Dental$10.7M
- Prescription drug$10.7M
- Life$399K
- Long-term disability$399K
- Vision$37K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- STANDARD INSURANCE COMPANY4%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
- ALLONE HEALTH0%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
76%top
- BROWN AND BROWN OF FLORIDA, INC.76%
- THE JAMES B OSWALD COMPANY24%
- AON CONSULTING INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AMUNDI US, INC. SAVINGS AND INVESTMENT PLAN
401k
Assets$174.2M
Participants724
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AMUNDI US, INC. RETIREMENT BENEFIT PLAN
ProfitSharing
Assets$129.9M
Participants715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
AMUNDI US, INC. HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$11.2M
Covered lives953
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMUNDI US, INC. SAVINGS AND INVESTMENT PLAN | 401k | $174.2M | 724 | 2024 | |
| 001 | AMUNDI US, INC. RETIREMENT BENEFIT PLAN | ProfitSharing | $129.9M | 715 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | AMUNDI US, INC. HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $11.2M | 953 | 2025 |
Retirement plans
Welfare plans