Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERCO INC.
EIN 22-2902286Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$750.7M assets
Welfare
1
$9.6M premiums
Participants
18,822
1230 WORLDGATE DRIVE - HERNDON, VA 20170703-939-6159
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $750.7M assets / 11,471 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.6M premiums / 6,073 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.3M
- Stop-loss$3.6M
- Life$2.7M
- Health$1.8M
- Dental$1.6M
- Long-term disability$1.5M
Carrier market share
Premium dollars by Schedule A carrier
53%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY53%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
- BLUE CROSS OF CALIFORNIA3%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SERCO INC. 401(K) RETIREMENT PLAN
401k
Assets$744.1M
Participants11,363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
SERCO INC. 401K RETIREMENT PLAN - FOR UNION EMPLOYEES
401k
Assets$6.6M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
SERCO INC. GROUP HEALTH PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$9.6M
Covered lives6,073
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SERCO INC. 401(K) RETIREMENT PLAN | 401k | $744.1M | 11,363 | 2024 | |
| 008 | SERCO INC. 401K RETIREMENT PLAN - FOR UNION EMPLOYEES | 401k | $6.6M | 108 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | SERCO INC. GROUP HEALTH PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $9.6M | 6,073 | 2024 |
Retirement plans
Welfare plans