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  1. Companies/
  2. RESIDEO TECHNOLOGIES, INC.
Sponsor portfolioTH

RESIDEO TECHNOLOGIES, INC.

EIN 82-5318796-Wholesale Trade-Latest filing 2024
Plans
4
Retirement
2
$464.8M assets
Welfare
2
$7.6M premiums
Participants
13,442
16100 N. 71ST STREET SUITE 550 - SCOTTSDALE, AZ 85254862-242-1810
Plans on this EIN
4 filings
#001401k-$277.1M - 3,891 part#002CashBalance-$187.7M - 2,617 part#501Fully Insured-$7.6M - 4,314 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $464.8M assets / 6,508 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • TECHNOLOGIES, INC. 401(K) (#001)60%
  • TECHNOLOGIES, INC. PENSION (#002)40%
Total $464.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • (Not disclosed)60%
  • NORTHERN TRUST COMPANY40%
Total $464.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TECHNOLOGIES, INC. 401(K) (#001)3,891
  • TECHNOLOGIES, INC. PENSION (#002)2,617
Total 6,508Click row to drill in

Benefits portfolio analytics

2 plans / $7.6M premiums / 4,314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.2M
  • Dental$4.2M
  • Stop-loss$4.0M
  • Life$1.5M
  • Long-term disability$670K
  • Health$644K
  • +3 more
Total $7.6M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • SECURIAN LIFE INSURANCE COMPANY21%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • VISION SERVICE PLAN4%
  • +3 more
Total $7.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • AON CONSULTING INC0%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $461K3 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

RESIDEO TECHNOLOGIES, INC. 401(K) PLAN

401k

Assets$277.1M
Participants3,891
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RESIDEO TECHNOLOGIES, INC. PENSION PLAN

CashBalance

Assets$187.7M
Participants2,617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RESIDEO TECHNOLOGIES, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$7.6M
Covered lives4,314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

RESIDEO TECHNOLOGIES, INC. SEVERANCE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RESIDEO TECHNOLOGIES, INC. 401(K) PLAN401k$277.1M3,8912024
002RESIDEO TECHNOLOGIES, INC. PENSION PLANCashBalance$187.7M2,6172024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RESIDEO TECHNOLOGIES, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$7.6M4,3142024
502RESIDEO TECHNOLOGIES, INC. SEVERANCE PLANSelf Funded-$002024
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