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Sponsor portfolio

FISERV SOLUTIONS, LLC

EIN 39-1833695-computer software-Latest filing 2024
Plans
3
Retirement
2
$5.14B assets
Welfare
1
$28.1M premiums
Participants
61,423
600 N. VEL R. PHILLIPS AVENUE - MILWAUKEE, WI 53203262-879-5000LinkedIn1-10 employeescomputer software
Plans on this EIN
3 filings
#004401k-$5.14B - 36,649 part#005TraditionalDB-$1.2M - 0 part#501Mixed-$28.1M - 24,732 lives

Retirement portfolio analytics

2 plans aggregated / $5.14B assets / 36,649 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • FISERV 401(K) Savings (#004)100%
  • CORPORATION RETIREMENT PLAN (#005)0%
Total $5.14BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MERRILL LYNCH PIERCE FENNER & SMITH100%
  • (Not disclosed)0%
Total $5.14BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FISERV 401(K) Savings (#004)36,649
Total 36,649Click row to drill in

Benefits portfolio analytics

1 plan / $28.1M premiums / 24,732 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$9.7M
  • Long-term disability$6.0M
  • Other$5.2M
  • Vision$3.3M
  • Health$2.8M
  • Dental$1.2M
  • +1 more
Total $28.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA60%
  • VISION SERVICE PLAN12%
  • RELIASTAR LIFE INSURANCE COMPANY10%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • +3 more
Total $28.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • AON CONSULTING INC75%
  • CONDUENT HR CONSULTING LLC25%
Total $460K2 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

FISERV 401(K) SAVINGS PLAN

401k

Assets$5.14B
Participants36,649
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

FIRST DATA CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$1.2M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FISERV SOLUTIONS, LLC WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$28.1M
Covered lives24,732
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004FISERV 401(K) SAVINGS PLAN401k$5.14B36,6492024
005FIRST DATA CORPORATION RETIREMENT PLANTraditionalDB$1.2M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FISERV SOLUTIONS, LLC WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$28.1M24,7322024
Retirement plans
Welfare plans
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