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ODYSSEY REINSURANCE COMPANY

EIN 47-0698507-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
2
$537.6M assets
Welfare
2
$1.8M premiums
Participants
3,003
300 FIRST STAMFORD PLACE - STAMFORD, CT 069026765203-977-8000
Plans on this EIN
4 filings
#001401k-$309.4M - 1,329 part#002TraditionalDB-$228.3M - 487 part#501Mixed-$1.1M - 1,275 lives#558Mixed-$743K - 168 lives

Retirement portfolio analytics

2 plans aggregated / $537.6M assets / 1,816 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#001)58%
  • EMPLOYEES RETIREMENT PLAN (#002)42%
Total $537.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • MERRILL LYNCH PIERCE FENNER & SMITH58%
  • (Not disclosed)42%
Total $537.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)1,329
  • EMPLOYEES RETIREMENT PLAN (#002)487
Total 1,816Click row to drill in

Benefits portfolio analytics

2 plans / $1.8M premiums / 1,443 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$815K
  • Health$709K
  • Life$541K
  • Prescription drug$532K
  • Long-term disability$282K
  • Dental$34K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA50%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY39%
  • UNITED AMERICAN INSURANCE COMPANY10%
  • AMERITAS LIFE INSURANCE CORP.2%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • HUB INTERNATIONAL MIDWEST LIMITED55%
  • AMWINS24%
  • JAMES R NELLIGAN & ASSOCIATES LLC21%
Total $196K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ODYSSEY REINSURANCE COMPANY PROFIT SHARING PLAN

401k

Assets$309.4M
Participants1,329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ODYSSEY REINSURANCE COMPANY RESTATED EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$228.3M
Participants487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ODYSSEY REINSURANCE COMPANY WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.1M
Covered lives1,275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#558

ODYSSEY RE RETIREE HEALTH & WELFARE PLAN

Mixed - EXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN

Premiums$743K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ODYSSEY REINSURANCE COMPANY PROFIT SHARING PLAN401k$309.4M1,3292024
002ODYSSEY REINSURANCE COMPANY RESTATED EMPLOYEES RETIREMENT PLANTraditionalDB$228.3M4872024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ODYSSEY REINSURANCE COMPANY WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.1M1,2752024
558ODYSSEY RE RETIREE HEALTH & WELFARE PLANMixedEXPRESS SCRIPTS, INC. PRESCRIPTION DRUG PLAN$743K1682024
Retirement plans
Welfare plans
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