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Sponsor portfolio

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC

EIN 94-3250972-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$56.0M assets
Welfare
1
$393K premiums
Participants
229
4 EMBARCADERO CENTER, SUITE 550 - SAN FRANCISCO, CA 94111415-788-7553
Plans on this EIN
2 filings
#001401k-$56.0M - 137 part#501Mixed-$393K - 99 lives

Benefits portfolio analytics

1 plan / $393K premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$240K
  • Life$67K
  • Other$67K
  • Long-term disability$41K
  • Vision$28K
  • Short-term disability$17K
Total $393K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY61%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY32%
  • VISION SERVICE PLAN7%
Total $393K3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • FILICE INSURANCE AGENCY82%
  • ACRISURE LLC18%
Total $44K2 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

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC 401(K) PLAN

401k

Assets$56.0M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$393K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC 401(K) PLAN401k$56.0M1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$393K992024
Retirement plans
Welfare plans
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