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  2. COMPUTERSHARE US SERVICES INC.
Sponsor portfolio

COMPUTERSHARE US SERVICES INC.

EIN 20-2974794-Latest filing 2025
Plans
2
Retirement
1
$634.8M assets
Welfare
1
$4.0M premiums
Participants
9,878
150 ROYALL ST - CANTON, MA 02021800-942-5909
Plans on this EIN
2 filings
#001401k-$634.8M - 6,582 part#501Mixed-$4.0M - 5,379 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 5,379 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Short-term disability$919K
  • Other$809K
  • Long-term disability$667K
  • Vision$369K
Total $4.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
  • VISION SERVICE PLAN9%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $4.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $171K1 slice

Plan deep-dives

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

COMPUTERSHARE 401(K) RETIREMENT PLAN

401k

Assets$634.8M
Participants6,582
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMPUTERSHARE HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives5,379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMPUTERSHARE 401(K) RETIREMENT PLAN401k$634.8M6,5822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMPUTERSHARE HEALTH AND WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$4.0M5,3792025
Retirement plans
Welfare plans
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