PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. XEROX CORPORATION
Sponsor portfolio

XEROX CORPORATION

EIN 16-0468020-management consulting-Latest filing 2024
Plans
9
Retirement
4
$5.60B assets
Welfare
5
$24.9M premiums
Participants
61,038
401 MERRITT 7 - NORWALK, CT 06851585-427-3941xerox.comLinkedIn10001+ employeesmanagement consulting
Plans on this EIN
9 filings
#334401k-$3.98B - 20,394 part#335TraditionalDB-$1.45B - 13,527 part#002401k-$103.3M - 925 part#003TraditionalDB-$66.5M - 678 part#543Fully Insured-$18.9M - 36,963 lives#511Fully Insured-$5.8M - 294 lives#520Fully Insured-$235K - 681 lives#512Self Funded-0 lives#523Unknown-0 lives

Retirement portfolio analytics

4 plans aggregated / $5.60B assets / 35,524 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • XEROX CORPORATION Savings (#334)71%
  • INCOME GUARANTEE PLAN (#335)26%
  • REGIONAL JOINT BOARD (#002)2%
  • ITSELF AND O (#003)1%
Total $5.60BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
73%top
  • VOYA RETIREMENT INSURANCE & ANNUITY73%
  • CONDUENT HR CONSULTING, LLC27%
Total $5.60BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • XEROX CORPORATION Savings (#334)20,394
  • INCOME GUARANTEE PLAN (#335)13,527
  • REGIONAL JOINT BOARD (#002)925
  • ITSELF AND O (#003)678
Total 35,524Click row to drill in

Benefits portfolio analytics

5 plans / $24.9M premiums / 37,938 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.6M
  • Life$8.2M
  • Other$7.2M
  • Long-term disability$2.8M
  • Dental$572K
  • Prescription drug$453K
  • +2 more
Total $24.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • METROPOLITAN LIFE INSURANCE COMPANY26%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
  • AFLAC7%
  • BLUE CROSS OF CALIFORNIA5%
  • +3 more
Total $24.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • MERCER HEALTH AND BENEFITS, LLC53%
  • STRATEGIC EMPLOYEE BENEFIT SERVICES33%
  • MARSH & MCLENNAN AGENCY LLC14%
  • BUCK CONSULTANTS LLC0%
Total $465K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#334

XEROX CORPORATION SAVINGS PLAN

401k

Assets$3.98B
Participants20,394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#335

XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLAN

TraditionalDB

Assets$1.45B
Participants13,527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAVINGS PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIV ROCHESTER REGIONAL JOINT BOARD

401k

Assets$103.3M
Participants925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND O

TraditionalDB

Assets$66.5M
Participants678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#543

XEROX CORPORATION WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$18.9M
Covered lives36,963
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

XEROX MEDICAL CARE PLAN FOR RETIRED EMPLOYEES

Fully Insured - KAISER FOUNDATION HEALTH PLANS, INC.

Premiums$5.8M
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

XEROX DENTAL CARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$235K
Covered lives681
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

XEROX CORPORATION CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF

Unknown

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
334XEROX CORPORATION SAVINGS PLAN401k$3.98B20,3942024
335XEROX CORPORATION RETIREMENT INCOME GUARANTEE PLANTraditionalDB$1.45B13,5272024
002SAVINGS PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIV ROCHESTER REGIONAL JOINT BOARD401k$103.3M9252024
003RETIREMENT INCOME GUARANTEE PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELF AND OTraditionalDB$66.5M6782024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
543XEROX CORPORATION WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$18.9M36,9632024
511XEROX MEDICAL CARE PLAN FOR RETIRED EMPLOYEESFully InsuredKAISER FOUNDATION HEALTH PLANS, INC.$5.8M2942024
520XEROX DENTAL CARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$235K6812024
512XEROX CORPORATION CAFETERIA PLANSelf Funded-$002024
523SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN OF XEROX CORPORATION AND THE XEROGRAPHIC DIVISION, ROCHESTER REGIONAL JOINT BOARD ON BEHALF OF ITSELFUnknown-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica