Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
PWC US GROUP LLP
EIN 92-0400838Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
14
Retirement
6
$23.82B assets
Welfare
8
$58.3M premiums
Participants
418,660
4040 W. BOY SCOUT BLVD - TAMPA, FL 33607813-348-7000
Plans on this EIN
14 filings#004401k-$13.17B - 78,776 part#192ProfitSharing-$5.70B - 67,946 part#005CashBalance-$2.67B - 4,312 part#002CashBalance-$1.93B - 15,528 part#003ProfitSharing-$265.3M - 5,379 part#001TraditionalDB-$85.3M - 1,235 part#502Mixed-$47.2M - 47,432 lives#528Fully Insured-$6.1M - 5,564 lives#525Fully Insured-$2.4M - 12,035 lives#511Fully Insured-$1.3M - 49,039 lives#504Fully Insured-$1.2M - 27,457 lives#505Fully Insured-$101K - 48,011 lives#510Self Funded-0 lives#520Self Funded-0 lives
Retirement portfolio analytics
6 plans aggregated / $23.82B assets / 173,176 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
92%top
- (Not disclosed)92%
- ALIGHT SOLUTIONS LLC8%
Participants by plan
Active + retired + deferred vested
- PARTNERS OF PWC (#004)78,776
- PLAN OF PWC (#192)67,946
- EMPLOYEES OF PWC (#002)15,528
- STAFF OF PWC (#003)5,379
Benefits portfolio analytics
8 plans / $58.3M premiums / 189,538 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$33.6M
- Life$11.2M
- Health$9.7M
- Prescription drug$7.2M
- Other$6.2M
- Dental$1.0M
Carrier market share
Premium dollars by Schedule A carrier
34%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA34%
- HARTFORD LIFE AND ACCIDENT24%
- METROPOLITAN LIFE INSURANCE COMPANY23%
- UNITEDHEALTHCARE INSURANCE COMPANY13%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA2%
- +3 more
Broker market share
Schedule A broker compensation
63%top
- AMERICAN BENEFITS & COMP SYSTEMS63%
- AON CONSULTING INC21%
- AMERICAN BENEFITS CONSULTING LLC11%
- ALIGHT SOLUTIONS4%
- ZURICH AGENCY SERVICES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
401k
Assets$13.17B
Participants78,776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#192
RETIREMENT WEALTH BUILDER PLAN OF PWC
ProfitSharing
Assets$5.70B
Participants67,946
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
RETIREMENT ACCUMULATION PLAN FOR PARTNERS OF PWC
CashBalance
Assets$2.67B
Participants4,312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RETIREMENT BENEFIT ACCUMULATION PLAN FOR EMPLOYEES OF PWC
CashBalance
Assets$1.93B
Participants15,528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RETIREMENT WEALTH BUILDER PLAN FOR BUSINESS SERVICES STAFF OF PWC
ProfitSharing
Assets$265.3M
Participants5,379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF PWC
TraditionalDB
Assets$85.3M
Participants1,235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PWC HEALTH & WELFARE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$47.2M
Covered lives47,432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528
PWC RETIREE MEDICAL PLAN
Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.
Premiums$6.1M
Covered lives5,564
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
PWC GROUP LEGAL PLAN
Fully Insured - METLIFE LEGAL PLANS
Premiums$2.4M
Covered lives12,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
PWC LIVEWELL RESOURCES
Fully Insured - UNITED BEHAVIORAL HEALTH DBA OPTUM
Premiums$1.3M
Covered lives49,039
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
PWC ACCIDENTAL DEATH & DISMEMBERMENT (AD&D) INSURANCE PLAN
Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
Premiums$1.2M
Covered lives27,457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
PWC BUSINESS TRAVEL & ACCIDENT INSURANCE PLAN
Fully Insured - ZURICH AMERICAN INSURANCE COMPANY
Premiums$101K
Covered lives48,011
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
PWC FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
PWC NOTICE/SEVERANCE POLICY
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans6
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC | 401k | $13.17B | 78,776 | 2024 | |
| 192 | RETIREMENT WEALTH BUILDER PLAN OF PWC | ProfitSharing | $5.70B | 67,946 | 2025 | |
| 005 | RETIREMENT ACCUMULATION PLAN FOR PARTNERS OF PWC | CashBalance | $2.67B | 4,312 | 2025 | |
| 002 | RETIREMENT BENEFIT ACCUMULATION PLAN FOR EMPLOYEES OF PWC | CashBalance | $1.93B | 15,528 | 2025 | |
| 003 | RETIREMENT WEALTH BUILDER PLAN FOR BUSINESS SERVICES STAFF OF PWC | ProfitSharing | $265.3M | 5,379 | 2025 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF PWC | TraditionalDB | $85.3M | 1,235 | 2025 |
Welfare plans8
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PWC HEALTH & WELFARE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $47.2M | 47,432 | 2025 | |
| 528 | PWC RETIREE MEDICAL PLAN | Fully Insured | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | $6.1M | 5,564 | 2025 | |
| 525 | PWC GROUP LEGAL PLAN | Fully Insured | METLIFE LEGAL PLANS | $2.4M | 12,035 | 2025 | |
| 511 | PWC LIVEWELL RESOURCES | Fully Insured | UNITED BEHAVIORAL HEALTH DBA OPTUM | $1.3M | 49,039 | 2025 | |
| 504 | PWC ACCIDENTAL DEATH & DISMEMBERMENT (AD&D) INSURANCE PLAN | Fully Insured | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $1.2M | 27,457 | 2025 | |
| 505 | PWC BUSINESS TRAVEL & ACCIDENT INSURANCE PLAN | Fully Insured | ZURICH AMERICAN INSURANCE COMPANY | $101K | 48,011 | 2025 | |
| 510 | PWC FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 520 | PWC NOTICE/SEVERANCE POLICY | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans