Swiss Re America Holding 401(k) match, vesting and fees
What Swiss Re America Holding'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 | Schedule C ↗ |
| Independent auditor | KPMG 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.
| Swiss Re America Holding: employer contribution per participant | $9,640 | |
| Peer median | $2,966 |
| Swiss Re America Holding: average balance | $392,548 | |
| Peer median | $104,792 |
| Swiss Re America Holding: admin expenses ÷ assets | 0.07% | |
| 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 $1.5B at the end of plan year 2021 to $1.6B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,191 | $1.6B | $40.1M | $9,640 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 4,288 | $1.5B | $39.8M | $9,353 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 4,315 | $1.3B | $39.5M | $9,248 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 4,242 | $1.5B | $37.3M | $8,882 | 0.08% | Not published | Form 5500 ↗ |
Other Swiss Re America Holding plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Swiss Re Group U.S. Employees' Pension 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 | Aon Consulting, Inc | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Swiss Re America Holding match 401(k) contributions?
The match terms for the Swiss Re Group U.S. Employees' Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $40.1M in employer contributions, about $9,640 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Swiss Re America Holding 401(k) match vested?
The vesting schedule for the Swiss Re Group U.S. Employees' Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Swiss Re America Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Swiss Re America Holding Corporation.
I left Swiss Re America Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Swiss Re America Holding Corporation, (914) 828-4080) or the recordkeeper, Empower Annuity Insurance Company. The Swiss Re America Holding old 401(k) page lists the contacts from every plan filing. Find an old Swiss Re America Holding 401(k)
Data from the public Form 5500 annual reports Swiss Re America Holding 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 Swiss Re America Holding. Not financial advice. Report a correction · Methodology