Swiss Re Group U.S. Employees' Pension Plan
Sponsored by Swiss Re America Holding Corporation · EIN 132761364 · Plan #001
- Total assets
- $396M
- Net assets
- $395M
- Active participants
- 290
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc | Recordkeeping, Consulting (pension), Direct payment from the plan | $347,640 |
| Aon Investments Usa Inc. | Investment advisory (plan), Investment management, Direct payment from the plan | $327,715 |
| State Street Bank & Trust Company | Trustee (directed), Investment management, Direct payment from the plan | $163,765 |
| Kpmg | Accounting, Direct payment from the plan | $90,000 |
| Troutman Sanders, Llp | Legal, Direct payment from the plan | $4,660 |