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Original filing (PDF)20251007105516NAL0002601235001
MUNICH REINSURANCE AMERICA, INC
Form 5500
FILING_RECEIVED
MUNICH RE U.S. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,691
Accounts w/ balance
6,162
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
18 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUNICH REINSURANCE AMERICA, INC.
Plan sponsor
Name
MUNICH REINSURANCE AMERICA, INC
EIN
13-4924125
Address
555 COLLEGE ROAD EAST · PRINCETON, NJ · 085436616
Phone
(609) 951-8000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $533K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $119K | — |
Investments
2 direct securities · 18 pooled funds· $1.5B(85% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.3B
18 holdings
Uncategorized
$181.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $293.2M | 16.4% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $127.0M | 7.1% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $112.5M | 6.3% | |
| [DFE: VFTC INSTITUTIONAL TOTAL BOND MARKET INDEX TRUST (extraction pending)] | — | — | — | $104.5M | 5.8% | |
| VANGUARD INSTITUTIONAL TTL BD MKT I VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $104.5M | 5.8% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $103.5M | 5.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $103.5M | 5.8% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $82.6M | 4.6% | |
| [DFE: VFTC INSTITUTIONAL EXTENDED MARKET INDEX TRUST (extraction pending)] | — | — | — | $76.9M | 4.3% | |
| VANGUARD INSTITUTIONAL EXTND MKT ID VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $76.9M | 4.3% | |
| VANGUARD INSTL TTL INTL STCK MKT ID VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $74.5M | 4.2% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $67.2M | 3.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $59.4M | 3.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $46.1M | 2.6% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | 438,281.232 | $32.2M | $40.0M | 2.2% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $15.7M | $20.8M | 1.2% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $18.8M | 1.1% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.3% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| THE VANGUARD RETIREMENT SAVINGS TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |