Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolioTH
ASSURANT, INC.
EIN 39-1126612insuranceLatest filing 2024
Plans
5
Retirement
2
$2.83B assets
Welfare
3
$7.5M premiums
Participants
44,233
Retirement portfolio analytics
2 plans aggregated / $2.83B assets / 23,996 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
76%top
- THE VANGUARD GROUP, INC.76%
- (Not disclosed)24%
Participants by plan
Active + retired + deferred vested
- ASSURANT 401(K) (#002)15,232
Benefits portfolio analytics
3 plans / $7.5M premiums / 15,656 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.5M
- Life$3.1M
- Long-term disability$2.9M
- Vision$993K
Carrier market share
Premium dollars by Schedule A carrier
42%top
- METROPOLITAN LIFE INSURANCE COMPANY42%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
- ANTHEM LIFE INSURANCE COMPANY13%
- LEGALPLANS, USA5%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ASSURANT 401(K) PLAN
ESOP
Assets$2.16B
Participants15,232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASSURANT PENSION PLAN
CashBalance
Assets$675.6M
Participants8,764
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASSURANT, HEALTH AND WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$7.4M
Covered lives15,579
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
ASSURANT RETIREE HEALTH AND WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$108K
Covered lives77
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530
ASSURANT ADOPTION ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASSURANT 401(K) PLAN | ESOP | $2.16B | 15,232 | 2024 | |
| 001 | ASSURANT PENSION PLAN | CashBalance | $675.6M | 8,764 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASSURANT, HEALTH AND WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $7.4M | 15,579 | 2024 | |
| 520 | ASSURANT RETIREE HEALTH AND WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $108K | 77 | 2024 | |
| 530 | ASSURANT ADOPTION ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans