Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONCENTRIX CVG CORPORATION
EIN 83-1746894Management of Companies and EnterprisesLatest filing 2024
Plans
4
Retirement
2
$994.9M assets
Welfare
2
$21.7M premiums
Participants
57,380
Retirement portfolio analytics
2 plans aggregated / $994.9M assets / 43,315 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $21.7M premiums / 17,604 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$15.7M
- Long-term disability$15.7M
- Life$14.5M
- Short-term disability$14.3M
- Health$2.9M
- Vision$1.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
73%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA73%
- KAISER FOUNDATION HEALTH PLAN INC11%
- RELIASTAR LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN3%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
99%top
- WILLIS TOWERS WATSON US LLC99%
- AON CONSULTING INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONCENTRIX RETIREMENT AND SAVINGS PLAN
401k
Assets$879.7M
Participants39,739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CONVERGYS CORPORATION PENSION PLAN
CashBalance
Assets$115.1M
Participants3,576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
FLEX BENEFITS PROGRAM
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$13.8M
Covered lives16,343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CONVERGYS RETIREE BENEFITS PROGRAM
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$7.9M
Covered lives1,261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONCENTRIX RETIREMENT AND SAVINGS PLAN | 401k | $879.7M | 39,739 | 2024 | |
| 001 | CONVERGYS CORPORATION PENSION PLAN | CashBalance | $115.1M | 3,576 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | FLEX BENEFITS PROGRAM | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13.8M | 16,343 | 2024 | |
| 502 | CONVERGYS RETIREE BENEFITS PROGRAM | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $7.9M | 1,261 | 2024 |
Retirement plans
Welfare plans