Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SEDGWICK CLAIMS MANAGEMENT SERVICES, INC.
EIN 36-2685608Finance and InsuranceLatest filing 2024
Plans
3
Retirement
2
$1.98B assets
Welfare
1
$40.2M premiums
Participants
57,192
8125 SEDGWICK WAY - MEMPHIS, TN 38125901-415-7400
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.98B assets / 33,750 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- MERRILL LYNCH PIERCE FENNER & SMITH96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $40.2M premiums / 202,726 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$16.8M
- Life$16.3M
- Short-term disability$16.3M
- Long-term disability$16.3M
- Health$14.3M
- Stop-loss$5.9M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
41%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA41%
- KAISER FOUNDATION HEALTH PLAN INC34%
- QBE INSURANCE15%
- EYEMED VISION CARE7%
- BLUE CROSS OF CALIFORNIA2%
- +2 more
Broker market share
Schedule A broker compensation
56%top
- STRATEGIC EMPLOYEE BENEFIT SERVICES56%
- MARSH & MCLENNAN AGENCY LLC35%
- AON CONSULTING INC9%
- ALLIANT INSURANCE SERVICES, INC.0%
- IMG-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SEDGWICK 401(K) SAVINGS PLAN
401k
Assets$1.91B
Participants31,785
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SEDGWICK RETIREMENT PLAN
TraditionalDB
Assets$70.6M
Participants1,965
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
SEDGWICK WELFARE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$40.2M
Covered lives202,726
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEDGWICK 401(K) SAVINGS PLAN | 401k | $1.91B | 31,785 | 2024 | |
| 002 | SEDGWICK RETIREMENT PLAN | TraditionalDB | $70.6M | 1,965 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | SEDGWICK WELFARE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $40.2M | 202,726 | 2024 |
Retirement plans
Welfare plans