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Sponsor portfolio

STANDARD CHARTERED BANK

EIN 94-1595409-financial services-Latest filing 2025
Plans
3
Retirement
2
$567.5M assets
Welfare
1
$1.8M premiums
Participants
4,412
1095 AVENUE OF AMERICAS - NEW YORK, NY 10036212-667-0381LinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$407.3M - 1,848 part#001CashBalance-$160.2M - 1,397 part#501Mixed-$1.8M - 2,297 lives

Retirement portfolio analytics

2 plans aggregated / $567.5M assets / 3,245 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CAPITAL ACCUMULATION PLAN (#002)72%
  • RETIREMENT ACCOUNT PLAN (#001)28%
Total $567.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • THE VANGUARD GROUP, INC.72%
  • (Not disclosed)28%
Total $567.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL ACCUMULATION PLAN (#002)1,848
  • RETIREMENT ACCOUNT PLAN (#001)1,397
Total 3,245Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 2,297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Long-term disability$270K
  • Other$222K
  • Health$151K
  • Prescription drug$151K
  • Vision$85K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY64%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $39K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STANDARD CHARTERED BANK EMPLOYEES CAPITAL ACCUMULATION PLAN

401k

Assets$407.3M
Participants1,848
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STANDARD CHARTERED BANK RETIREMENT ACCOUNT PLAN

CashBalance

Assets$160.2M
Participants1,397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STANFLEX BENEFIT PLAN FOR EMPLOYEES OF STANDARD CHARTERED BANK

Mixed - DELAWARE AMERICAN LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives2,297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STANDARD CHARTERED BANK EMPLOYEES CAPITAL ACCUMULATION PLAN401k$407.3M1,8482024
001STANDARD CHARTERED BANK RETIREMENT ACCOUNT PLANCashBalance$160.2M1,3972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STANFLEX BENEFIT PLAN FOR EMPLOYEES OF STANDARD CHARTERED BANKMixedDELAWARE AMERICAN LIFE INSURANCE COMPANY$1.8M2,2972025
Retirement plans
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