Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolioTH
ADT LLC
EIN 45-4343781consumer servicesLatest filing 2024
Plans
4
Retirement
2
$1.26B assets
Welfare
2
$17.8M premiums
Participants
53,214
Retirement portfolio analytics
2 plans aggregated / $1.26B assets / 26,304 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $17.8M premiums / 21,641 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.7M
- Life$6.4M
- Health$5.7M
- Prescription drug$5.7M
- Long-term disability$2.9M
- Vision$2.2M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
30%top
- KAISER FOUNDATION HEALTH PLAN INC30%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA21%
- RELIANCE STANDARD LIFE INSURANCE COMPANY15%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY13%
- EYEMED VISION CARE11%
- +3 more
Broker market share
Schedule A broker compensation
94%top
- LOCKTON COMPANIES, LLC94%
- BUCK GLOBAL LLC1%
- WILLIS TOWERS WATSON US LLC1%
- IKON INSURANCE, INC.1%
- EMPOWER BENEFITS INC1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ADT SECURITY CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN
401k
Assets$1.26B
Participants26,304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADT PENSION PLAN FOR US EMPLOYEES
TraditionalDB
Assets$12K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADT HEALTH AND WELFARE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$17.8M
Covered lives21,641
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ADT LLC SEVERANCE PLAN
Self Funded
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 | ADT SECURITY CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN | 401k | $1.26B | 26,304 | 2024 | |
| 001 | ADT PENSION PLAN FOR US EMPLOYEES | TraditionalDB | $12K | 0 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADT HEALTH AND WELFARE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $17.8M | 21,641 | 2024 | |
| 502 | ADT LLC SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans