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  2. THE OPTIONS CLEARING CORPORATION
Sponsor portfolioTH

THE OPTIONS CLEARING CORPORATION

EIN 36-2756407-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
2
$345.2M assets
Welfare
2
$1.3M premiums
Participants
2,840
125 S. FRANKLIN ST., SUITE 1200 - CHICAGO, IL 60606312-322-6200optionseducation.orgLinkedIn1-10 employees
Plans on this EIN
4 filings
#002401k-$320.4M - 1,455 part#001TraditionalDB-$24.8M - 126 part#503Mixed-$1.3M - 1,906 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $345.2M assets / 1,581 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • CORPORATION RETIREMENT Savings (#002)93%
  • CORPORATION RETIREMENT PLAN (#001)7%
Total $345.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT Savings (#002)1,455
  • CORPORATION RETIREMENT PLAN (#001)126
Total 1,581Click row to drill in

Benefits portfolio analytics

2 plans / $1.3M premiums / 1,906 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$1.1M
  • Long-term disability$1.1M
  • Vision$154K
Total $1.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • STANDARD INSURANCE COMPANY88%
  • EYEMED VISION CARE12%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $24K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$320.4M
Participants1,455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE OPTIONS CLEARING CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$24.8M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE OPTIONS CLEARING CORPORATION GROUP INSURANCE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$1.3M
Covered lives1,906
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

THE OPTIONS CLEARING CORPORATION RETIREE WELFARE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN401k$320.4M1,4552024
001THE OPTIONS CLEARING CORPORATION RETIREMENT PLANTraditionalDB$24.8M1262024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE OPTIONS CLEARING CORPORATION GROUP INSURANCE PLANMixedSTANDARD INSURANCE COMPANY$1.3M1,9062024
504THE OPTIONS CLEARING CORPORATION RETIREE WELFARE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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