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  2. CLAYTON, DUBILIER & RICE HOLDINGS, LP
Sponsor portfolio

CLAYTON, DUBILIER & RICE HOLDINGS, LP

EIN 98-0634323-Latest filing 2025
Plans
2
Retirement
1
$68.6M assets
Welfare
1
$1.8M premiums
Participants
546
375 PARK AVE, 18TH FL - NEW YORK, NY 10152212-407-5227
Plans on this EIN
2 filings
#003401k-$68.6M - 302 part#501Mixed-$1.8M - 690 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 690 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$747K
  • Life$654K
  • Long-term disability$654K
  • Other$654K
  • Dental$415K
  • Vision$415K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • SYMETRA LIFE INSURANCE COMPANY41%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA36%
  • METROPOLITAN LIFE INSURANCE COMPANY23%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • GCG FINANCIAL LLC65%
  • PROFESSIONAL GROUP PLANS INC35%
Total $145K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CLAYTON, DUBILIER & RICE HOLDINGS, L.P. 401(K) PROFIT SHARING PLAN

401k

Assets$68.6M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLAYTON, DUBILIER & RICE HOLDINGS, LP HEALTH & WELFARE PLAN

Mixed - FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK

Premiums$1.8M
Covered lives690
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CLAYTON, DUBILIER & RICE HOLDINGS, L.P. 401(K) PROFIT SHARING PLAN401k$68.6M3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLAYTON, DUBILIER & RICE HOLDINGS, LP HEALTH & WELFARE PLANMixedFIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK$1.8M6902025
Retirement plans
Welfare plans
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