# Swiss Re America Holding Corporation DB Plan
Source: https://planprovider.pro/companies/swiss-re-america-holding-corporation-plan-001

> Swiss Re America Holding Corporation's DB plan: 290 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:** DB

- **Total Participants:** 290

- **Total Assets:** $395.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|290|$395.6M|$0|$0|

| 2023|328|$425.4M|$0|$0|

| 2022|351|$422.6M|$0|$0|

## 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|

| KPMG LLP|Auditor|$90,000|—|$90,000|

### Verified Provider Profiles

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

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,000

- **Estimated Expense Ratio:** 0.023% 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|$1,126,790|$338,321|$347,640|$90,000|—|

| 2023|$1,855,225|$345,060|$367,853|$87,500|—|

| 2022|$1,535,733|$415,537|—|—|$923,868|

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