Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOCIETE GENERALE
EIN 52-1128875Finance and InsuranceLatest filing 2024
Plans
5
Retirement
2
$1.33B assets
Welfare
3
$2.6M premiums
Participants
11,429
245 PARK AVENUE 5TH FLOOR - NEW YORK, NY 10167212-278-5850
Retirement portfolio analytics
2 plans aggregated / $1.33B assets / 6,583 participantsParticipants by plan
Active + retired + deferred vested
- SG PENSION (#003)2,052
Benefits portfolio analytics
3 plans / $2.6M premiums / 4,039 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.2M
- Life$1.7M
- Long-term disability$1.7M
- Vision$349K
Carrier market share
Premium dollars by Schedule A carrier
66%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA66%
- METROPOLITAN LIFE INSURANCE COMPANY19%
- EYEMED VISION CARE13%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
Broker market share
Schedule A broker compensation
96%top
- WILLIS TOWERS WATSON US LLC96%
- MERCER HEALTH AND BENEFITS, LLC3%
- BUSINESSOLVER.COM, INC.1%
- IMG0%
- USI INSURANCE SERVICES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOCIETE GENERALE SAVINGS AND INVESTMENT/RETIREMENT PLAN
401k
Assets$1.10B
Participants4,531
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SG PENSION PLAN
TraditionalDB
Assets$225.5M
Participants2,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$2.6M
Covered lives4,039
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SECTION 125 PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SOCIETE GENERALE 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 | SOCIETE GENERALE SAVINGS AND INVESTMENT/RETIREMENT PLAN | 401k | $1.10B | 4,531 | 2024 | |
| 003 | SG PENSION PLAN | TraditionalDB | $225.5M | 2,052 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2.6M | 4,039 | 2024 | |
| 502 | SECTION 125 PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 503 | SOCIETE GENERALE SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans