Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERCO INC.
EIN 22-2902286Latest filing 2025
Plans
3
Retirement
2
$750.7M assets
Welfare
1
$12.1M premiums
Participants
19,889
12930 WORLDGATE DRIVE, SUITE 600 - HERNDON, VA 20170703-263-6000
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 / $12.1M premiums / 6,877 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.4M
- Stop-loss$4.5M
- Life$3.5M
- Health$2.3M
- Long-term disability$1.9M
- Dental$1.9M
Carrier market share
Premium dollars by Schedule A carrier
52%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
- 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$12.1M
Covered lives6,877
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 | $12.1M | 6,877 | 2025 |
Retirement plans
Welfare plans