Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SRI INTERNATIONAL
EIN 94-1160950Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
7
Retirement
4
$1.70B assets
Welfare
3
$19.9M premiums
Participants
12,190
333 RAVENSWOOD AVE - MENLO PARK, CA 94025650-859-4653
Retirement portfolio analytics
4 plans aggregated / $1.70B assets / 8,159 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $19.9M premiums / 1,512 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$18.6M
- Health$18.5M
- Life$610K
- Long-term disability$465K
- Other$326K
- Dental$53K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
63%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY63%
- KAISER FOUNDATION HEALTH PLAN INC30%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
- ARAG INSURANCE COMPANY0%
- +2 more
Broker market share
Schedule A broker compensation
48%top
- WILLIS TOWERS WATSON US LLC48%
- HEALTH ADVOCATE SOLUTIONS, INC.30%
- MERCER HEALTH AND BENEFITS, LLC19%
- EMPYREAN INSURANCE SERVICES, INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SRI INTERNATIONAL BASIC RETIREMENT PLAN
401k
Assets$887.1M
Participants4,771
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SRI INTERNATIONAL RETIREMENT SAVINGS PLAN
403b
Assets$787.2M
Participants2,994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
SRI INTERNATIONAL 401(K) PLAN
401k
Assets$26.5M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
SRI INTERNATIONAL PUERTO RICO DEFINED CONTRIBUTION PLAN
ProfitSharing
Assets$1.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SRI INTERNATIONAL WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$19.9M
Covered lives1,512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
SUPPLEMENTAL DISABILITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SRI INTERNATIONAL BASIC RETIREMENT PLAN | 401k | $887.1M | 4,771 | 2024 | |
| 004 | SRI INTERNATIONAL RETIREMENT SAVINGS PLAN | 403b | $787.2M | 2,994 | 2024 | |
| 006 | SRI INTERNATIONAL 401(K) PLAN | 401k | $26.5M | 379 | 2024 | |
| 005 | SRI INTERNATIONAL PUERTO RICO DEFINED CONTRIBUTION PLAN | ProfitSharing | $1.5M | 15 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SRI INTERNATIONAL WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $19.9M | 1,512 | 2024 | |
| 506 | SUPPLEMENTAL DISABILITY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 509 | SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans