Sponsor portfolio

FISERV SOLUTIONS, LLC

EIN 39-1833695computer softwareLatest filing 2025

Plans

Retirement

$5.14B assets

Welfare

$25.8M premiums

Participants

61,366

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-$25.8M - 35,565 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

100%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

100%top

MERRILL LYNCH PIERCE FENNER & SMITH100%
(Not disclosed)0%

Participants by plan

Active + retired + deferred vested

FISERV 401(K) Savings (#004)36,649

Benefits portfolio analytics

1 plan / $25.8M premiums / 35,565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$14.5M
Life$11.3M
Long-term disability$4.4M
Vision$3.1M
Health$2.9M
Dental$1.1M
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

64%top

METROPOLITAN LIFE INSURANCE COMPANY64%
VISION SERVICE PLAN12%
KAISER FOUNDATION HEALTH PLAN INC10%
RELIASTAR LIFE INSURANCE COMPANY8%
CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
+3 more

Broker market share

Schedule A broker compensation

Split broker

77%top

AON CONSULTING INC77%
EMPYREAN INSURANCE SERVICES, INC.18%
CONDUENT HR CONSULTING LLC5%

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