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  2. QBE HOLDINGS, INC.
Sponsor portfolio

QBE HOLDINGS, INC.

EIN 52-1147383-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
2
$929.6M assets
Welfare
2
$2.7M premiums
Participants
11,702
ONE GENERAL DRIVE - SUN PRAIRIE, WI 53596608-837-4440
Plans on this EIN
4 filings
#002401k-$792.0M - 4,418 part#001TraditionalDB-$137.6M - 2,248 part#501Mixed-$2.7M - 2,534 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $929.6M assets / 6,666 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • QBE 401(K) Savings (#002)85%
  • PENSION EQUITY PLAN (#001)15%
Total $929.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • QBE 401(K) Savings (#002)4,418
  • PENSION EQUITY PLAN (#001)2,248
Total 6,666Click row to drill in

Benefits portfolio analytics

2 plans / $2.7M premiums / 2,534 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$2.3M
  • Long-term disability$2.3M
  • Vision$299K
Total $2.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA84%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • BENEFITFOCUS.COM, INC.1%
Total $127K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

QBE 401(K) SAVINGS PLAN

401k

Assets$792.0M
Participants4,418
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

QBE PENSION EQUITY PLAN

TraditionalDB

Assets$137.6M
Participants2,248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

QBE GROUP HEALTH PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.7M
Covered lives2,534
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

QBE HOLDINGS, INC. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002QBE 401(K) SAVINGS PLAN401k$792.0M4,4182024
001QBE PENSION EQUITY PLANTraditionalDB$137.6M2,2482024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501QBE GROUP HEALTH PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.7M2,5342024
502QBE HOLDINGS, INC. SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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