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  2. PAYCHEX , INC.
Sponsor portfolioTH

PAYCHEX , INC.

EIN 16-1124166-human resources-Latest filing 2024
Plans
3
Retirement
1
$2.26B assets
Welfare
2
$12.4M premiums
Participants
48,573
911 PANORAMA TRAIL SOUTH - ROCHESTER, NY 14625585-387-6200paychex.comLinkedIn10001+ employeeshuman resources
Plans on this EIN
3 filings
#001ESOP-$2.26B - 19,539 part#501Mixed-$12.4M - 20,292 lives#510Self Funded-0 lives

Benefits portfolio analytics

2 plans / $12.4M premiums / 20,292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.4M
  • Life$3.7M
  • Long-term disability$3.3M
  • Health$2.2M
  • Prescription drug$2.2M
  • Short-term disability$607K
Total $12.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY47%
  • METROPOLITAN LIFE INSURANCE COMPANY34%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $12.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BPAS ACTUARIAL AND PENSION SERVICES68%
  • CHRISTINE M. MCCULLUGH20%
  • ONEGROUP NY INC12%
  • ONEIDA ASSOC DBA BAILEY & HASKALL0%
Total $77K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLAN

ESOP

Assets$2.26B
Participants19,539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PAYCHEX, INC. HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$12.4M
Covered lives20,292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

PAYCHEX, INC. SEVERANCE PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLANESOP$2.26B19,5392024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PAYCHEX, INC. HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$12.4M20,2922024
510PAYCHEX, INC. SEVERANCE PLANSelf Funded-$002024
Retirement plans
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