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  2. BROADRIDGE FINANCIAL SOLUTIONS, INC.
Sponsor portfolioTH

BROADRIDGE FINANCIAL SOLUTIONS, INC.

EIN 33-1151291-hospital & health care-Latest filing 2024
Plans
3
Retirement
1
$1.92B assets
Welfare
2
$10.5M premiums
Participants
22,486
2 GATEWAY CENTER, 283 299 MARKET STREET - NEWARK, NJ 07102201-714-3000LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$1.92B - 8,840 part#503Fully Insured-$10.5M - 7,354 lives#504Unknown-0 lives

Benefits portfolio analytics

2 plans / $10.5M premiums / 7,354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.4M
  • Short-term disability$3.2M
  • Long-term disability$3.2M
  • Other$1.6M
  • Health$1.3M
  • Vision$799K
  • +1 more
Total $10.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • SECURIAN LIFE INSURANCE COMPANY35%
  • AETNA LIFE INSURANCE COMPANY34%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA30%
  • COMPSYCH1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $10.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $494K1 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

BROADRIDGE FINANCIAL SOLUTIONS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$1.92B
Participants8,840
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BROADRIDGE FINANCIAL SOLUTIONS, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - SECURIAN LIFE INSURANCE COMPANY

Premiums$10.5M
Covered lives7,354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BROADRIDGE FINANCIAL SOLUTIONS, INC. SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN

Unknown

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROADRIDGE FINANCIAL SOLUTIONS, INC. RETIREMENT SAVINGS PLAN401k$1.92B8,8402024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BROADRIDGE FINANCIAL SOLUTIONS, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredSECURIAN LIFE INSURANCE COMPANY$10.5M7,3542024
504BROADRIDGE FINANCIAL SOLUTIONS, INC. SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLANUnknown-$002024
Retirement plans
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