Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK
EIN 36-2813095bankingLatest filing 2025
Plans
5
Retirement
4
$682.4M assets
Welfare
1
$783K premiums
Participants
4,119
Retirement portfolio analytics
4 plans aggregated / $682.4M assets / 3,152 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
71%top
- CHARLES SCHWAB & CO., INC.71%
- (Not disclosed)29%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $783K premiums / 896 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$774K
- Other$725K
- Life$716K
- Short-term disability$716K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA92%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY7%
- AXIS INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
92%top
- ALLIANT INSURANCE SERVICES, INC.92%
- VARIOUS - SEE ATTACHED5%
- MERCER HEALTH AND BENEFITS, LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK 401(K) SAVINGS PLAN
401k
Assets$483.8M
Participants1,683
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK RETIREMENT PLAN
TraditionalDB
Assets$162.3M
Participants1,190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$33.6M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CREDIT AGRICOLE INDOSUEZ (USA) MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$2.7M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK HEALTH AND WELFARE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$783K
Covered lives896
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK 401(K) SAVINGS PLAN | 401k | $483.8M | 1,683 | 2024 | |
| 004 | CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK RETIREMENT PLAN | TraditionalDB | $162.3M | 1,190 | 2024 | |
| 002 | CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK MONEY PURCHASE PENSION PLAN | MoneyPurchase | $33.6M | 238 | 2024 | |
| 001 | CREDIT AGRICOLE INDOSUEZ (USA) MONEY PURCHASE PENSION PLAN | MoneyPurchase | $2.7M | 41 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK HEALTH AND WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $783K | 896 | 2025 |
Retirement plans
Welfare plans