Plan Ledger DOL Form 5500 · updated monthly

Partner Reinsurance Company of the U.S.401(k)

PARTNER REINSURANCE COMPANY OF THE U.S. 401(K) PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Partner Reinsurance Company of the U.S. reported $61,750 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,872 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.033% to 0.030%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 102nd-largest of 1,106 plans among Connecticut employers on file, and the 553rd of 4,798 in finance & insurance. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$216,907,768
Participants with balances478
Active participants279
Employer contributions$3,312,248
Employee contributions$4,315,730
Employer contribution per active participant$11,872
Average account balance$453,782
Benefits paid to participants$17,762,898
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$216.9M · 478 accts · $3.3M emplr
2023$196.5M · 487 accts · $3.0M emplr
2022$170.7M · 490 accts · $2.8M emplr
The Partner Reinsurance Company of the U.S. 401(k) match · 2024
Employer contribution per active participant$11,872
Median for plans this size$3,635
2024$11,872 per active participant
2023$10,873 per active participant
2022$10,264 per active participant

Partner Reinsurance Company of the U.S.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$62,005

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$61,750 · 0.03%
2023$62,882 · 0.03%
2022$61,547 · 0.03%
Same employer
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Lone Pine Capital LLC CT$364.7M · 0.05%
Odyssey Reinsurance Company CT$309.3M · 0.03%
The Nassau Financial Group CT$228.7M · 0.10%
Aqr Capital Management, LLC CT$190.6M · 0.00%
Tudor Investment Corporation CT$172.7M · 0.08%
Beazley USA Services, Inc. CT$160.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133031176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.