# Swiss Re America Holding Corporation 401(k) Plan
Source: https://planprovider.pro/companies/swiss-re-america-holding-corporation-401k-plan

> Swiss Re America Holding Corporation's 401(k) plan: 2,402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swiss Re America Holding Corporation

- **Sponsor EIN:** 132761364

- **Sponsor Address:** 175 KING STREET, ARMONK, NY, 10504

- **Plan Type:** 401(k)

- **Total Participants:** 2,402

- **Total Assets:** $1.6B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,402|$1.6B|$40.1M|$34.5M|

| 2023|2,515|$1.5B|$39.8M|$34.4M|

| 2022|2,574|$1.3B|$39.5M|$32.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ADVISORY GROUP, LLC|NONE|$457,845|—|$457,845|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$209,729|—|$209,729|

| JP MORGAN INVESTMENT MANAGEMENT|NONE|$196,713|—|$196,713|

| NEPC LLC|NONE|$138,093|—|$138,093|

| KPMG LLP|NONE|$57,500|—|$57,500|

| TROUTMAN SANDERS LOCKERMAN & ASHMOR|NONE|$20,164|—|$20,164|

| AON CONSULTING INC DBA HEWITT ASSOC|NONE|$13,000|—|$13,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,093,044

- **Estimated Expense Ratio:** 0.067% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,054,636|$783,152|—|$58,000|—|

| 2023|$1,175,175|$903,619|—|$62,500|—|

| 2022|$1,273,350|$926,140|—|—|$164,645|

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