Everest Reinsurance 401(k) match, vesting and fees
What Everest Reinsurance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Everest Reinsurance: employer contribution per participant | $11,047 | |
| Peer median | $3,266 |
| Everest Reinsurance: average balance | $205,441 | |
| Peer median | $137,177 |
| Everest Reinsurance: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $362M at the end of plan year 2021 to $553M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,693 | $553M | $29.7M | $11,047 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 2,585 | $470M | $27.8M | $10,770 | — | Not published | Form 5500 ↗ |
| 2023 | 2,529 | $395M | $23.3M | $9,216 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 2,265 | $314M | $19.1M | $8,418 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,976 | $362M | $16M | $8,132 | 0.07% | Not published | Form 5500 ↗ |
Other Everest Reinsurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Everest Reinsurance Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Everest Reinsurance match 401(k) contributions?
The match terms for the Everest Reinsurance Employee Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $29.7M in employer contributions, about $11,047 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Everest Reinsurance 401(k) match vested?
The vesting schedule for the Everest Reinsurance Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Everest Reinsurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Everest Reinsurance Company.
I left Everest Reinsurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Everest Reinsurance Company, (908) 604-3200) or the recordkeeper, Empower Annuity Insurance Company O. The Everest Reinsurance old 401(k) page lists the contacts from every plan filing. Find an old Everest Reinsurance 401(k)
Data from the public Form 5500 annual reports Everest Reinsurance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Everest Reinsurance. Not financial advice. Report a correction · Methodology