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Sponsor portfolioTH

ERNST & YOUNG U.S. LLP

EIN 34-6565596-accounting-Latest filing 2025
Plans
15
Retirement
5
$28.46B assets
Welfare
10
$101.8M premiums
Participants
495,594
200 PLAZA DRIVE - SECAUCUS, NJ 07094201-872-2200LinkedIn10001+ employeesaccounting
Plans on this EIN
15 filings
#112401k-$18.33B - 97,058 part#113CashBalance-$3.02B - 3,767 part#001ProfitSharing-$2.54B - 3,902 part#111CashBalance-$2.41B - 46,245 part#114CashBalance-$2.16B - 38,877 part#512Fully Insured-$37.1M - 77,523 lives#520Fully Insured-$25.7M - 12,641 lives#517Fully Insured-$20.9M - 43,837 lives#511Fully Insured-$5.7M - 456 lives#522Fully Insured-$3.7M - 42,211 lives#507Fully Insured-$3.6M - 55,541 lives#519Fully Insured-$3.5M - 1,751 lives#514Fully Insured-$1.6M - 28,656 lives#518Fully Insured-$34K - 50,377 lives#515Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $28.46B assets / 189,849 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • YOUNG RETIREMENT Savings (#112)64%
  • BENEFIT RETIREMENT PLAN (#113)11%
  • RETIREMENT (HR-10) PLAN (#001)9%
  • BENEFIT RETIREMENT PLAN (#111)8%
  • BENEFIT RETIREMENT PLAN (#114)8%
Total $28.46BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • YOUNG RETIREMENT Savings (#112)97,058
  • BENEFIT RETIREMENT PLAN (#111)46,245
  • BENEFIT RETIREMENT PLAN (#114)38,877
  • RETIREMENT (HR-10) PLAN (#001)3,902
  • BENEFIT RETIREMENT PLAN (#113)3,767
Total 189,849Click row to drill in

Benefits portfolio analytics

10 plans / $101.8M premiums / 312,993 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$37.1M
  • Life$29.3M
  • Short-term disability$20.9M
  • Long-term disability$20.9M
  • Vision$3.7M
  • Other$1.6M
Total $92.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • METROPOLITAN LIFE INSURANCE COMPANY72%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY23%
  • EYEMED VISION CARE4%
  • ZURICH AMERICAN INSURANCE COMPANY2%
Total $92.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MERCER HEALTH AND BENEFITS, LLC75%
  • LOCKTON COMPANIES, LLC16%
  • MARSH & MCLENNAN AGENCY LLC9%
Total $1.6M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#112

ERNST & YOUNG RETIREMENT SAVINGS PLAN

401k

Assets$18.33B
Participants97,058
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#113

ERNST & YOUNG PARTNERSHIP DEFINED BENEFIT RETIREMENT PLAN

CashBalance

Assets$3.02B
Participants3,767
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ERNST & YOUNG PARTNERSHIP RETIREMENT (HR-10) PLAN

ProfitSharing

Assets$2.54B
Participants3,902
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#111

ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLAN

CashBalance

Assets$2.41B
Participants46,245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#114

ERNST & YOUNG INACTIVE DEFINED BENEFIT RETIREMENT PLAN

CashBalance

Assets$2.16B
Participants38,877
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

ERNST & YOUNG DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$37.1M
Covered lives77,523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

ERNST & YOUNG GROUP UNIVERSAL LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$25.7M
Covered lives12,641
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

ERNST & YOUNG DISABILITY PROGRAM

Fully Insured - LINCOLN LIFE ASSURANCE COMPANY OF BOSTON

Premiums$20.9M
Covered lives43,837
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

ERNST & YOUNG MEDICAL PLAN

Fully Insured - KAISER PERMANENTE OF CA

Premiums$5.7M
Covered lives456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

ERNST & YOUNG EYEWEAR PLAN

Fully Insured - EYEMED VISION CARE

Premiums$3.7M
Covered lives42,211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

ERNST & YOUNG GROUP TERM LIFE INSURANCE PLAN

Fully Insured - PRUDENTIAL INSURANCE CO OF AMERICA

Premiums$3.6M
Covered lives55,541
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

ERNST & YOUNG GROUP VARIABLE UNIVERSAL LIFE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE CO.

Premiums$3.5M
Covered lives1,751
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

ERNST & YOUNG ACCIDENTAL DEATH AND DISMEMBERMENT PLAN

Fully Insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$1.6M
Covered lives28,656
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

ERNST & YOUNG BUSINESS TRAVEL ACCIDENT INSURANCE

Fully Insured - ZURICH AMERICAN INSURANCE CO

Premiums$34K
Covered lives50,377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

ERNST & YOUNG FLEXIBLE BENEFITS PROGRAM

Self Funded

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

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
112ERNST & YOUNG RETIREMENT SAVINGS PLAN401k$18.33B97,0582024
113ERNST & YOUNG PARTNERSHIP DEFINED BENEFIT RETIREMENT PLANCashBalance$3.02B3,7672024
001ERNST & YOUNG PARTNERSHIP RETIREMENT (HR-10) PLANProfitSharing$2.54B3,9022024
111ERNST & YOUNG DEFINED BENEFIT RETIREMENT PLANCashBalance$2.41B46,2452024
114ERNST & YOUNG INACTIVE DEFINED BENEFIT RETIREMENT PLANCashBalance$2.16B38,8772024

Welfare plans10

Plan #NameFundingCarrierPremiumsCoveredLatest year
512ERNST & YOUNG DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$37.1M77,5232025
520ERNST & YOUNG GROUP UNIVERSAL LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$25.7M12,6412025
517ERNST & YOUNG DISABILITY PROGRAMFully InsuredLINCOLN LIFE ASSURANCE COMPANY OF BOSTON$20.9M43,8372025
511ERNST & YOUNG MEDICAL PLANFully InsuredKAISER PERMANENTE OF CA$5.7M4562024
522ERNST & YOUNG EYEWEAR PLANFully InsuredEYEMED VISION CARE$3.7M42,2112025
507ERNST & YOUNG GROUP TERM LIFE INSURANCE PLANFully InsuredPRUDENTIAL INSURANCE CO OF AMERICA$3.6M55,5412024
519ERNST & YOUNG GROUP VARIABLE UNIVERSAL LIFE PLANFully InsuredMETROPOLITAN LIFE INSURANCE CO.$3.5M1,7512025
514ERNST & YOUNG ACCIDENTAL DEATH AND DISMEMBERMENT PLANFully InsuredZURICH AMERICAN INSURANCE COMPANY$1.6M28,6562025
518ERNST & YOUNG BUSINESS TRAVEL ACCIDENT INSURANCEFully InsuredZURICH AMERICAN INSURANCE CO$34K50,3772025
515ERNST & YOUNG FLEXIBLE BENEFITS PROGRAMSelf Funded-$002025
Retirement plans
Welfare plans
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