PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SCHRODER US HOLDINGS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 13-2621402

SCHRODER US HOLDINGS, INC.

7 BRYANT PARK · NEW YORK, NY 10018
6469518043
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$7.9M
No prior year
Persons covered
437
No prior year
Total participants
356
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$7.9M
SCHRODER US HOLDINGS, INC. EMPLOYEE BENEFITS PLAN
Fully insured437 covered·7 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$7.7M33.3%
Health$7.5M32.5%
Dental$7.5M32.5%
Life$105K0.5%
Short-term disability$105K0.5%
Vision$97K0.4%
Long-term disability$65K0.3%
Prescription drug$17K0.1%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDOth
$7.5M95.4%12311
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$225K2.9%13437
VISION SERVICE PLAN
EIN 222777159
V
$97K1.2%11293
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
Oth
$17K0.2%1338
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$14K0.2%114
LEGALPLANS, USA
EIN 134256913
Oth
$5K0.1%1129

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.NEW YORK, NYLEGALPLANS, USA, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, FIRST UNUM LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, METROPOLITAN LIFE INSURANCE COMPANY$49K$283K$332K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica