Sedgwick Claims Management Services 401(k) match, vesting and fees
What Sedgwick Claims Management Services' 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, Smith | Schedule C ↗ |
| Independent auditor | Watkins Uiberall, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 31 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Sedgwick Claims Management Services: employer contribution per participant | $1,529 | |
| Peer median | $4,274 |
| Sedgwick Claims Management Services: average balance | $73,633 | |
| Peer median | $186,787 |
| Sedgwick Claims Management Services: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.04% |
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 $1.7B at the end of plan year 2021 to $2.2B at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 32,276 | $2.2B | $45.5M | $1,529 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 31,785 | $1.9B | $44.7M | $1,518 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 32,033 | $1.7B | $41.9M | $1,408 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 30,834 | $1.5B | $40.1M | $1,381 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 29,409 | $1.7B | $28M | $1,005 | 0.07% | Not published | Form 5500 ↗ |
Other Sedgwick Claims Management Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sedgwick 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 | Watkins Uiberall, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Sedgwick Claims Management Services match 401(k) contributions?
The match terms for the Sedgwick 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $45.5M in employer contributions, about $1,529 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sedgwick Claims Management Services 401(k) match vested?
The vesting schedule for the Sedgwick 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sedgwick Claims Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch,pierce, Fenner, Smith. The plan administrator is Sedgwick Claims Management Services, Inc..
I left Sedgwick Claims Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sedgwick Claims Management Services, Inc., (901) 415-7400) or the recordkeeper, Merrill Lynch,pierce, Fenner, Smith. The Sedgwick Claims Management Services old 401(k) page lists the contacts from every plan filing. Find an old Sedgwick Claims Management Services 401(k)
Data from the public Form 5500 annual reports Sedgwick Claims Management Services 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 Sedgwick Claims Management Services. Not financial advice. Report a correction · Methodology