Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CITIZENS FINANCIAL GROUP, INC.
EIN 05-0412693Finance and InsuranceLatest filing 2025
Plans
4
Retirement
3
$4.60B assets
Welfare
1
$15.9M premiums
Participants
56,468
ONE CITIZENS BANK WAY, JCC111 - JOHNSTON, RI 02919401-757-4715
Retirement portfolio analytics
3 plans aggregated / $4.60B assets / 37,996 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
71%top
- GREAT-WEST LIFE & ANNUITY INSURANCE71%
- (Not disclosed)29%
Participants by plan
Active + retired + deferred vested
- CFG PENSION (#001)11,051
Benefits portfolio analytics
1 plan / $15.9M premiums / 17,719 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$9.6M
- Life$6.1M
- Long-term disability$3.8M
- Vision$1.9M
- Health$661K
Carrier market share
Premium dollars by Schedule A carrier
38%top
- SECURIAN LIFE INSURANCE COMPANY38%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
- VISION SERVICE PLAN12%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
96%top
- WILLIS TOWERS WATSON US LLC96%
- AMWINS3%
- GALLAGHER BENEFIT SERVICES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CFG RETIREMENT SAVINGS PLAN
401k
Assets$3.25B
Participants25,795
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CFG PENSION PLAN
TraditionalDB
Assets$1.20B
Participants11,051
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014
INVESTORS BANK PENSION PLAN
TraditionalDB
Assets$146.4M
Participants1,150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CFG HEALTH PLANS
Mixed - SECURIAN LIFE INSURANCE COMPANY
Premiums$15.9M
Covered lives17,719
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CFG RETIREMENT SAVINGS PLAN | 401k | $3.25B | 25,795 | 2024 | |
| 001 | CFG PENSION PLAN | TraditionalDB | $1.20B | 11,051 | 2024 | |
| 014 | INVESTORS BANK PENSION PLAN | TraditionalDB | $146.4M | 1,150 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CFG HEALTH PLANS | Mixed | SECURIAN LIFE INSURANCE COMPANY | $15.9M | 17,719 | 2024 |
Retirement plans
Welfare plans