Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BERTELSMANN, INC.
EIN 95-2949493publishingLatest filing 2024
Plans
4
Retirement
2
$2.07B assets
Welfare
2
$16.4M premiums
Participants
29,292
1745 BROADWAY, 20TH FLOOR - NEW YORK, NY 10019212-782-1150bertelsmannethics.comLinkedIn1001-5000 employeespublishing
Retirement portfolio analytics
2 plans aggregated / $2.07B assets / 17,893 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $16.4M premiums / 6,413 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$5.6M
- Health$5.4M
- Life$4.6M
- Other$3.6M
- Long-term disability$1.7M
- Vision$868K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
41%top
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK41%
- KAISER FOUNDATION HEALTH PLAN INC33%
- UNITEDHEALTHCARE INSURANCE COMPANY21%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
- GENWORTH LIFE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
BERTELSMANN 401(K) SAVINGS PLAN
401k
Assets$1.96B
Participants14,913
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BERTELSMANN PENSION ACCOUNT PLAN
TraditionalDB
Assets$115.5M
Participants2,980
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BERTELSMANN EMPLOYEE PROTECTION PLAN
Mewa - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$16.4M
Covered lives6,413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
BERTELSMANN, INC. SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | BERTELSMANN 401(K) SAVINGS PLAN | 401k | $1.96B | 14,913 | 2024 | |
| 003 | BERTELSMANN PENSION ACCOUNT PLAN | TraditionalDB | $115.5M | 2,980 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BERTELSMANN EMPLOYEE PROTECTION PLAN | Mewa | KAISER FOUNDATION HEALTH PLAN, INC. | $16.4M | 6,413 | 2024 | |
| 501 | BERTELSMANN, INC. SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans