Sedgwick Claims Management Services 401(k) and pension plans

Sedgwick Claims Management Services, Inc., Memphis, TN. EIN 36-2685608. Annual reports 2009–2025. Also filed as Sedgwick Claims Management Services.

Sedgwick Claims Management Services, Inc. has 2 active retirement plans on file. The largest is the Sedgwick 401(k) Savings Plan, with 32,276 participants and $2.2 billion in assets in 2025. Merrill has been its recordkeeper since 2009.

Active plans: 2
Participants: 34,241
Plan assets: $2.3 billion
401(k) recordkeeper: Merrill
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Sedgwick 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 36-2685608
Participants (2025): 32,276
Net assets (2025): $2.2 billion
Recordkeeper: Merrill2009–2025
Plan administrator: Sedgwick Claims Management Services, Inc.
8125 Sedgwick Way
Memphis, TN 38125
(901) 415-7400As filed for 2025
In effect since: November 1, 1999

Plans merged into this one: York Retirement Savings Plan (2019).

Earlier plan names: Sedgwick CMS Savings Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	32,276	$2.2 billion	Merrill
2024	31,785	$1.9 billion	Merrill
2023	32,033	$1.7 billion	Merrill
2022	30,834	$1.5 billion	Merrill
2021	29,409	$1.7 billion	Merrill
2020	25,575	$1.5 billion	Merrill
2019	20,236	$1.3 billion	Merrill
2018	18,120	$801 million	Merrill
2017	17,111	$736 million	Merrill
2016	16,188	$601 million	Merrill
2015	13,611	$463 million	Merrill
2014	12,742	$439 million	Merrill
2013	12,530	$388 million	Merrill
2012	11,476	$313 million	Merrill
2011	11,004	$253 million	Merrill
2010	7,800	$223 million	Merrill
2009	7,068	$186 million	Merrill

Sedgwick Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 36-2685608
Participants (2024): 1,965
Net assets (2024): $70.6 million
Plan administrator: Sedgwick Claims Management Services, Inc.
8125 Sedgwick Way
Memphis, TN 38125
(901) 415-7400As filed for 2024
In effect since: January 1, 2000

Earlier plan names: Sedgwick Claims Management Services, Inc. Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,965	$70.6 million	not listed
2023	2,025	$69.2 million	not listed
2022	2,089	$63.5 million	not listed
2021	2,121	$78.9 million	not listed
2020	2,159	$73.9 million	not listed
2019	2,200	$66.3 million	not listed
2018	2,249	$56.8 million	not listed
2017	2,284	$60.7 million	not listed
2016	2,307	$52.7 million	not listed
2015	2,561	$53.4 million	not listed
2014	2,599	$55.9 million	not listed
2013	2,642	$54.3 million	not listed
2012	2,666	$48.4 million	not listed
2011	2,702	$44.3 million	not listed
2010	2,749	$41.7 million	not listed
2009	2,775	$33.1 million	not listed

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Sedgwick 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((901) 415-7400). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Sedgwick 401(k) Savings Plan

Sedgwick Retirement Plan

If you had money in one of these plans

What these numbers are

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