Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$980K
- Life$238K
Sponsor portfolio
SSI (U.S.) INC. DBA SPENCER STUART
EIN 36-3538416Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
5
Retirement
1
$633.1M assets
Welfare
4
$1.2M premiums
Participants
4,846
353 NORTH CLARK STREET, SUITE 2500 - CHICAGO, IL 60654312-822-0080
Benefits portfolio analytics
4 plans / $1.2M premiums / 2,013 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Broker market share
Schedule A broker compensation
78%top
- DIGITAL INSURANCE LLC78%
- CENTRO BENEFITS RESEARCH LLC22%
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$633.1M
Participants1,493
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$980K
Covered lives1,018
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
Welfare#505
SSI (U.S.) INC D/B/A SPENCER STUART & ASSOCIATES FLEXIBLE SPENDING ACCOUNT
Mewa
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SPENCER STUART RETIREMENT BENEFITS PLAN | 401k | $633.1M | 1,493 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | SPENCER STUART LONG TERM DISABILITY PLAN | Mewa | LIFE INSURANCE COMPANY OF NORTH AMERICA | $980K | 1,018 | 2025 | |
| 506 | SPENCER STUART LIFE INSURANCE PLAN | Mewa | LIFE INSURANCE COMPANY OF NORTH AMERICA | $238K | 995 | 2025 | |
| 501 | SPENCER STUART EMPLOYEE HEALTHCARE PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 505 | SSI (U.S.) INC D/B/A SPENCER STUART & ASSOCIATES FLEXIBLE SPENDING ACCOUNT | Mewa | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans