Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.9M
- Short-term disability$4.9M
- Life$4.7M
- Long-term disability$4.7M
- Vision$419K
- Dental$117K
Sponsor portfolioTH
INVESCO HOLDING COMPANY (US), INC.
EIN 58-2287224Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$1.95B assets
Welfare
1
$5.5M premiums
Participants
8,168
1331 SPRING STREET NW, SUITE 2500 - ATLANTA, GA 30309404-479-1095
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.5M premiums / 5,629 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- METROPOLITAN LIFE INSURANCE COMPANY89%
- EYEMED VISION CARE8%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
- COMPSYCH2%
Broker market share
Schedule A broker compensation
76%top
- AON CONSULTING INC76%
- PLANSOURCE BENEFITS ADMINISTRATION24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#010
INVESCO 401(K) PLAN
401k
Assets$1.95B
Participants4,960
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
INVESCO LIFE CYCLE FLEX PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$5.5M
Covered lives5,629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 010 | INVESCO 401(K) PLAN | 401k | $1.95B | 4,960 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 550 | INVESCO LIFE CYCLE FLEX PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $5.5M | 5,629 | 2024 |
Retirement plans
Welfare plans