PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SSI US INC
Sponsor portfolio

SSI US INC

EIN 36-3538416-Latest filing 2025
Plans
4
Retirement
1
$568.4M assets
Welfare
3
$1.1M premiums
Participants
4,431
353 N CLARK ST STE 2500 - CHICAGO, IL 606544722312-822-0080
Plans on this EIN
4 filings
#004401k-$568.4M - 1,480 part#510Mewa-$869K - 994 lives#506Mewa-$238K - 995 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $1.1M premiums / 1,989 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $238K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • DIGITAL INSURANCE LLC74%
  • CENTRO BENEFITS RESEARCH LLC26%
Total $20K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SPENCER STUART RETIREMENT BENEFITS PLAN

401k

Assets$568.4M
Participants1,480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SPENCER STUART LONG TERM DISABILITY PLAN

Mewa - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$869K
Covered lives994
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SPENCER STUART LIFE INSURANCE PLAN

Mewa - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$238K
Covered lives995
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SPENCER STUART EMPLOYEE HEALTHCARE PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004SPENCER STUART RETIREMENT BENEFITS PLAN401k$568.4M1,4802024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SPENCER STUART LONG TERM DISABILITY PLANMewaLIFE INSURANCE COMPANY OF NORTH AMERICA$869K9942024
506SPENCER STUART LIFE INSURANCE PLANMewaLIFE INSURANCE COMPANY OF NORTH AMERICA$238K9952025
501SPENCER STUART EMPLOYEE HEALTHCARE PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica