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Sponsor portfolio

H&M FASHION USA, INC.

EIN 93-1778981-Retail Trade-Latest filing 2024
Plans
3
Retirement
2
$146.5M assets
Welfare
1
$2.4M premiums
Participants
17,586
300 LIGHTING WAY, SUITE 100 - SECAUCUS, NJ 07094201-246-4495
Plans on this EIN
3 filings
#001401k-$141.6M - 3,190 part#003ESOP-$4.9M - 8,898 part#501Mixed-$2.4M - 33,050 lives

Retirement portfolio analytics

2 plans aggregated / $146.5M assets / 12,088 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • MAURITZ 401K PLAN (#001)97%
  • EMPLOYEE STOCK OWNERSHIP (#003)3%
Total $146.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)8,898
  • MAURITZ 401K PLAN (#001)3,190
Total 12,088Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 33,050 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Life$1.1M
  • Long-term disability$976K
  • Dental$331K
  • Health$251K
  • Prescription drug$251K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK42%
  • TRIPLE S SALUD, INC.6%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • CORPORATE SYNERGIES GROUP LLC98%
  • AEGIS INTERNATIONAL INSURANCE2%
Total $326K2 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

H&M HENNES & MAURITZ 401K PLAN

401k

Assets$141.6M
Participants3,190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

H&M EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.9M
Participants8,898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

H&M FASHION USA, INC. WELFARE BENEFIT PROGRAM

Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

Premiums$2.4M
Covered lives33,050
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001H&M HENNES & MAURITZ 401K PLAN401k$141.6M3,1902024
003H&M EMPLOYEE STOCK OWNERSHIP PLANESOP$4.9M8,8982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501H&M FASHION USA, INC. WELFARE BENEFIT PROGRAMMixedNEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$2.4M33,0502024
Retirement plans
Welfare plans
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