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  2. SCHNEIDER ELECTRIC HOLDINGS, INC.
Sponsor portfolioTH

SCHNEIDER ELECTRIC HOLDINGS, INC.

EIN 36-4141566-information technology and services-Latest filing 2024
Plans
8
Retirement
5
$5.35B assets
Welfare
3
$19.1M premiums
Participants
99,139
1111 PASQUINELLI DRIVE - WESTMONT, IL 60559877-248-2998LinkedIn10001+ employeesinformation technology and services
Plans on this EIN
8 filings
#301401k-$5.06B - 29,760 part#203TraditionalDB-$229.6M - 3,285 part#004TraditionalDB-$48.2M - 4,988 part#002ProfitSharing-$3.5M - 45 part#005TraditionalDB-$544K - 0 part#501Mixed-$19.0M - 34,264 lives#518Fully Insured-$47K - 20,303 lives#511Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $5.35B assets / 38,078 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • SCHNEIDER ELECTRIC 401(K) (#301)95%
  • BARGAINING EMPLOYEES' PENSION (#203)4%
  • SCHNEIDER ELECTRIC PENSION (#004)1%
  • RICO RETIREMENT Savings (#002)0%
  • INVENSYS PENSION (#005)0%
Total $5.35BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
95%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE95%
  • ALIGHT SOLUTIONS LLC4%
  • (Not disclosed)1%
Total $5.35BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SCHNEIDER ELECTRIC 401(K) (#301)29,760
  • SCHNEIDER ELECTRIC PENSION (#004)4,988
  • BARGAINING EMPLOYEES' PENSION (#203)3,285
  • RICO RETIREMENT Savings (#002)45
Total 38,078Click row to drill in

Benefits portfolio analytics

3 plans / $19.1M premiums / 54,567 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$14.8M
  • Life$14.0M
  • Short-term disability$4.3M
  • Long-term disability$4.2M
Total $19.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA74%
  • METROPOLITAN LIFE INSURANCE COMPANY26%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $19.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MERCER HEALTH AND BENEFITS, LLC97%
  • JAMES R GNASTER3%
Total $331K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#301

SCHNEIDER ELECTRIC 401(K) PLAN

401k

Assets$5.06B
Participants29,760
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#203

SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$229.6M
Participants3,285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SCHNEIDER ELECTRIC PENSION PLAN

TraditionalDB

Assets$48.2M
Participants4,988
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCHNEIDER ELECTRIC PUERTO RICO RETIREMENT SAVINGS PLAN

ProfitSharing

Assets$3.5M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

INVENSYS PENSION PLAN

TraditionalDB

Assets$544K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHNEIDER ELECTRIC BENEFIT PROGRAM FOR US EMPLOYEES

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$19.0M
Covered lives34,264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

SCHNEIDER ELECTRIC BUSINESS TRAVEL ACCIDENT PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$47K
Covered lives20,303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

SCHNEIDER ELECTRIC EMPLOYEES' SEVERANCE PLAN

Self Funded

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

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
301SCHNEIDER ELECTRIC 401(K) PLAN401k$5.06B29,7602024
203SCHNEIDER ELECTRIC USA, INC. COORDINATED BARGAINING EMPLOYEES' PENSION PLANTraditionalDB$229.6M3,2852024
004SCHNEIDER ELECTRIC PENSION PLANTraditionalDB$48.2M4,9882024
002SCHNEIDER ELECTRIC PUERTO RICO RETIREMENT SAVINGS PLANProfitSharing$3.5M452024
005INVENSYS PENSION PLANTraditionalDB$544K02024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHNEIDER ELECTRIC BENEFIT PROGRAM FOR US EMPLOYEESMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$19.0M34,2642024
518SCHNEIDER ELECTRIC BUSINESS TRAVEL ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$47K20,3032024
511SCHNEIDER ELECTRIC EMPLOYEES' SEVERANCE PLANSelf Funded-$002024
Retirement plans
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