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  2. RBC USA HOLDCO CORPORATION
Sponsor portfolio

RBC USA HOLDCO CORPORATION

EIN 20-0563684-Finance and Insurance-Latest filing 2024
Plans
5
Retirement
1
$4.30B assets
Welfare
4
$14.9M premiums
Participants
43,356
250 NICOLLET MALL, FLOOR 16 - MINNEAPOLIS, MN 55401612-371-7233
Plans on this EIN
5 filings
#003ESOP-$4.30B - 14,686 part#505Mixed-$13.8M - 9,830 lives#504Self Funded-$1.2M - 8,775 lives#510Self Funded-0 lives#511Self Funded-0 lives

Benefits portfolio analytics

4 plans / $14.9M premiums / 18,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$10.5M
  • Long-term disability$3.1M
  • Stop-loss$1.2M
  • Other$933K
Total $14.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • SECURIAN LIFE INSURANCE COMPANY71%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA22%
  • BLUE CROSS OF CALIFORNIA8%
Total $14.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BLUE CROSS BLUE SHIELD OF FLORIDA100%
Total $43K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

RBC- U.S.A. RETIREMENT AND SAVINGS PLAN

ESOP

Assets$4.30B
Participants14,686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

RBC-USA NON-VEBA BENEFIT PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$13.8M
Covered lives9,830
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

RBC USA HEALTH AND WELFARE BENEFIT PLAN

Self Funded - BCBSMN, INC. D.B.A BLUE CROSS BLUE SHIELD OF MINNESOTA

Premiums$1.2M
Covered lives8,775
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

RBC-USA RETIREE MEDICAL AND DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

RBC SEVERANCE PAY PLAN (USA)

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003RBC- U.S.A. RETIREMENT AND SAVINGS PLANESOP$4.30B14,6862024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505RBC-USA NON-VEBA BENEFIT PLANMixedSECURIAN LIFE INSURANCE COMPANY$13.8M9,8302024
504RBC USA HEALTH AND WELFARE BENEFIT PLANSelf FundedBCBSMN, INC. D.B.A BLUE CROSS BLUE SHIELD OF MINNESOTA$1.2M8,7752024
510RBC-USA RETIREE MEDICAL AND DENTAL PLANSelf Funded-$002024
511RBC SEVERANCE PAY PLAN (USA)Self Funded-$002024
Retirement plans
Welfare plans
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