Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
CARDTRONICS USA, INC.
EIN 76-0419117bankingLatest filing 2024
Plans
4
Retirement
2
$1.41B assets
Welfare
2
$4.2M premiums
Participants
22,897
Retirement portfolio analytics
2 plans aggregated / $1.41B assets / 15,055 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- FID INV INST OPS CO70%
- (Not disclosed)30%
Participants by plan
Active + retired + deferred vested
- NCR PENSION (#005)11,871
Benefits portfolio analytics
2 plans / $4.2M premiums / 6,766 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.9M
- Health$957K
- Other$298K
- Dental$184K
Carrier market share
Premium dollars by Schedule A carrier
70%top
- SUN LIFE ASSURANCE COMPANY OF CANADA70%
- KAISER FOUNDATION HEALTH PLAN INC23%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
72%top
- LOCKTON COMPANIES, LLC72%
- NFP INSURANCE SERVICES INC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
NCR PENSION PLAN
TraditionalDB
Assets$991.7M
Participants11,871
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NCR ATLEOS SAVINGS PLAN
401k
Assets$417.0M
Participants3,184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525
NCR ATLEOS CORPORATION GROUP BENEFIT PLAN FOR ACTIVE ASSOCIATES
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$4.2M
Covered lives6,766
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
GROUP BENEFIT PLAN FOR RETIRED ASSOCIATES OF NCR ATLEOS CORPORATION
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 | |
|---|---|---|---|---|---|---|
| 005 | NCR PENSION PLAN | TraditionalDB | $991.7M | 11,871 | 2024 | |
| 002 | NCR ATLEOS SAVINGS PLAN | 401k | $417.0M | 3,184 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 525 | NCR ATLEOS CORPORATION GROUP BENEFIT PLAN FOR ACTIVE ASSOCIATES | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $4.2M | 6,766 | 2024 | |
| 506 | GROUP BENEFIT PLAN FOR RETIRED ASSOCIATES OF NCR ATLEOS CORPORATION | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans