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Sponsor portfolio

PEARSON EDUCATION INC

EIN 22-1603684-publishing-Latest filing 2024
Plans
4
Retirement
2
$2.44B assets
Welfare
2
$7.4M premiums
Participants
30,594
221 RIVER STREET - HOBOKEN, NJ 07030201-236-7000LinkedIn1-10 employeespublishing
Plans on this EIN
4 filings
#002401k-$2.37B - 16,864 part#003CashBalance-$65.6M - 1,821 part#510Mixed-$7.4M - 7,816 lives#515Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.44B assets / 18,685 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • RETIREMENT PLAN 401(K) (#002)97%
  • PEARSON INC. PENSION (#003)3%
Total $2.44BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE97%
  • (Not disclosed)3%
Total $2.44BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN 401(K) (#002)16,864
  • PEARSON INC. PENSION (#003)1,821
Total 18,685Click row to drill in

Benefits portfolio analytics

2 plans / $7.4M premiums / 7,816 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Life$3.0M
  • Long-term disability$1.3M
  • Health$1.3M
  • Prescription drug$1.3M
  • Vision$1.2M
  • +1 more
Total $7.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY59%
  • VISION SERVICE PLAN16%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +2 more
Total $7.4M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $486K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE PEARSON RETIREMENT PLAN 401(K)

401k

Assets$2.37B
Participants16,864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PEARSON INC. PENSION PLAN

CashBalance

Assets$65.6M
Participants1,821
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PEARSON EDUCATION, INC. WELFARE BENEFIT PLAN

Mixed - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$7.4M
Covered lives7,816
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

PEARSON RETIREE MEDICAL PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE PEARSON RETIREMENT PLAN 401(K)401k$2.37B16,8642024
003PEARSON INC. PENSION PLANCashBalance$65.6M1,8212024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PEARSON EDUCATION, INC. WELFARE BENEFIT PLANMixedLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$7.4M7,8162024
515PEARSON RETIREE MEDICAL PLANSelf Funded-$002024
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