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  2. INTESA SANPAOLO S.P.A.
Sponsor portfolio

INTESA SANPAOLO S.P.A.

EIN 52-2196811-Latest filing 2025
Plans
3
Retirement
2
$104.3M assets
Welfare
1
$10.2M premiums
Participants
539
1 WILLIAM STREET - NEW YORK, NY 10004212-607-3974
Plans on this EIN
3 filings
#001401k-$82.2M - 238 part#002TraditionalDB-$22.0M - 58 part#501Fully Insured-$10.2M - 611 lives

Retirement portfolio analytics

2 plans aggregated / $104.3M assets / 296 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • EMPLOYEES 401(K) Savings (#001)79%
  • S.P.A RETIREMENT PLAN (#002)21%
Total $104.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES 401(K) Savings (#001)238
  • S.P.A RETIREMENT PLAN (#002)58
Total 296Click row to drill in

Benefits portfolio analytics

1 plan / $10.2M premiums / 611 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.0M
  • Dental$10.0M
  • Life$186K
  • Long-term disability$186K
  • Other$186K
  • Vision$30K
Total $10.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • AETNA LIFE INSURANCE COMPANY98%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $10.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • AON CONSULTING INC58%
  • CUSTOM BENEFIT PROGRAMS INC42%
Total $4K2 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

INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN

401k

Assets$82.2M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INTESA SANPAOLO S.P.A RETIREMENT PLAN

TraditionalDB

Assets$22.0M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AETNA LIFE INSURANCE COMPANY AND AFFILIATES

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$10.2M
Covered lives611
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN401k$82.2M2382024
002INTESA SANPAOLO S.P.A RETIREMENT PLANTraditionalDB$22.0M582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AETNA LIFE INSURANCE COMPANY AND AFFILIATESFully InsuredAETNA LIFE INSURANCE COMPANY$10.2M6112025
Retirement plans
Welfare plans
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