Everest Reinsurance Employee Savings Plan
Sponsored by Everest Reinsurance Company · EIN 222005057 · Plan #001
- Total assets
- $470M
- Net assets
- $470M
- Active participants
- 2,004
- With balances
- 2,584
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $169,425 |
| Empower Advisory Group, Llc | Investment management | $149,374 |
| Morgan Stanley | Investment advisory (plan) | $75,000 |
| Qdro Consultants Co. Llc | Consulting (general) | $1,200 |
| Ellenoff Grossman & Schole Llp | Other fees | $1,063 |