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  2. CVS PHARMACY, INC.
Sponsor portfolio

CVS PHARMACY, INC.

EIN 05-0340626-pharmaceuticals-Latest filing 2025
Plans
3
Retirement
0
Welfare
3
$175.7M premiums
Participants
320,323
ONE CVS DRIVE, ATTN MC1110 - WOONSOCKET, RI 02895888-694-7287cvs.comLinkedIn10001+ employeespharmaceuticals
Plans on this EIN
3 filings
#510Mixed-$157.9M - 232,093 lives#513Fully Insured-$17.7M - 7,082 lives#520Self Funded-0 lives

Benefits portfolio analytics

3 plans / $175.7M premiums / 239,175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$51.3M
  • Long-term disability$37.0M
  • Other$19.8M
  • Health$13.6M
  • Dental$7.5M
  • Vision$2K
Total $157.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • HARTFORD LIFE AND ACCIDENT37%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA30%
  • AETNA LIFE INSURANCE COMPANY24%
  • HAWAII MEDICAL SERVICE ASSOCIATION7%
  • LEGALPLANS, USA1%
  • +2 more
Total $157.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MARSH & MCLENNAN AGENCY LLC76%
  • BUCK GLOBAL LLC20%
  • AON CONSULTING INC2%
  • DANIEL WISTED1%
  • DANIEL J WISTED0%
  • +1 more
Total $1.8M6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#510

THE CVS HEALTH WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$157.9M
Covered lives232,093
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

CVS HEALTH MEDICAL/DENTAL BENEFIT PLAN FOR RETIREES

Fully Insured - AETNA HEALTH, INC.

Premiums$17.7M
Covered lives7,082
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

THE CVS HEALTH RETIREE WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE CVS HEALTH WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$157.9M232,0932025
513CVS HEALTH MEDICAL/DENTAL BENEFIT PLAN FOR RETIREESFully InsuredAETNA HEALTH, INC.$17.7M7,0822024
520THE CVS HEALTH RETIREE WELFARE BENEFIT PLANSelf Funded-$002025
Welfare plans
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