Odyssey Reinsurance 401(k) match, vesting and fees
What Odyssey 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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Odyssey Reinsurance: employer contribution per participant | $8,447 | |
| Peer median | $2,966 |
| Odyssey Reinsurance: average balance | $235,239 | |
| Peer median | $104,792 |
| Odyssey Reinsurance: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.10% |
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 $260M at the end of plan year 2021 to $309M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,329 | $309M | $11.1M | $8,447 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 1,289 | $268M | $10.3M | $8,172 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 1,205 | $227M | $9M | $7,638 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 1,120 | $260M | $7.9M | $7,159 | 0.05% | Not published | Form 5500 ↗ |
Other Odyssey Reinsurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Odyssey Reinsurance Company Restated Employees 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.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Odyssey Reinsurance match 401(k) contributions?
The match terms for the Odyssey Reinsurance Company Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $11.1M in employer contributions, about $8,447 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Odyssey Reinsurance 401(k) match vested?
The vesting schedule for the Odyssey Reinsurance Company Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Odyssey Reinsurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Odyssey Reinsurance Company.
I left Odyssey Reinsurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Odyssey Reinsurance Company, (203) 977-8000) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Odyssey Reinsurance old 401(k) page lists the contacts from every plan filing. Find an old Odyssey Reinsurance 401(k)
Data from the public Form 5500 annual reports Odyssey Reinsurance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Odyssey Reinsurance. Not financial advice. Report a correction · Methodology