PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. COLGATE-PALMOLIVE COMPANY
Sponsor portfolioTH

COLGATE-PALMOLIVE COMPANY

EIN 13-1815595-consumer goods-Latest filing 2024
Plans
19
Retirement
3
$4.54B assets
Welfare
16
$17.1M premiums
Participants
125,642
300 PARK AVENUE - NEW YORK, NY 10022212-310-2000colgatepalmolive.comLinkedIn10001+ employeesconsumer goods
Plans on this EIN
19 filings
#003ESOP-$3.27B - 8,882 part#001CashBalance-$1.28B - 8,715 part#012TraditionalDB-$293K - 3 part#506Fully Insured-$7.1M - 14,732 lives#510Fully Insured-$2.9M - 5,770 lives#527Fully Insured-$2.0M - 986 lives#501Fully Insured-$1.9M - 484 lives#532Fully Insured-$1.0M - 3,304 lives#529Fully Insured-$1.0M - 7,269 lives#525Fully Insured-$702K - 391 lives#502Fully Insured-$226K - 484 lives#509Fully Insured-$81K - 31,986 lives#526Mixed-$10K - 1 lives#505Fully Insured-$2K - 42 lives#503Self Funded-0 lives#515Unknown-0 lives#522Self Funded-0 lives#524Unknown-0 lives#528Unknown-0 lives

Retirement portfolio analytics

3 plans aggregated / $4.54B assets / 17,600 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • & INVESTMENT PLAN (#003)72%
  • RETIREMENT INCOME PLAN (#001)28%
  • COMPANY EXPATRIATE PENSION (#012)0%
Total $4.54BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • ALIGHT SOLUTIONS LLC72%
  • (Not disclosed)28%
Total $4.54BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & INVESTMENT PLAN (#003)8,882
  • RETIREMENT INCOME PLAN (#001)8,715
  • COMPANY EXPATRIATE PENSION (#012)3
Total 17,600Click row to drill in

Benefits portfolio analytics

16 plans / $17.1M premiums / 65,449 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$10.5M
  • Life$9.1M
  • Long-term disability$2.9M
  • Health$2.8M
  • Vision$1.0M
  • Dental$226K
  • +1 more
Total $17.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • HARTFORD LIFE AND ACCIDENT53%
  • METROPOLITAN LIFE INSURANCE COMPANY23%
  • CONNECTICUT GENERAL LIFE INSURANCE COMPANY13%
  • EYEMED VISION CARE6%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • +3 more
Total $17.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC90%
  • MARSH & MCLENNAN AGENCY LLC7%
  • E. G. BOWMAN2%
  • MMG AGENCY INC.1%
Total $809K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN

ESOP

Assets$3.27B
Participants8,882
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COLGATE-PALMOLIVE COMPANY EMPLOYEES' RETIREMENT INCOME PLAN

CashBalance

Assets$1.28B
Participants8,715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

COLGATE-PALMOLIVE COMPANY EXPATRIATE PENSION PLAN

TraditionalDB

Assets$293K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON-VEBA FUNDED RETIREES

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$7.1M
Covered lives14,732
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

LONG TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives5,770
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527

COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR VEBA-FUNDED RETIREES

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$2.0M
Covered lives986
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

COLGATE-PALMOLIVE COMPANY MEDICAL PLAN

Fully Insured - CONNECTICUT GENERAL LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#532

COLGATE-PALMOLIVE COMPANY ANCILLARY WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives3,304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#529

COLGATE-PALMOLIVE COMPANY VISION PLAN

Fully Insured - EYEMED VISION CARE

Premiums$1.0M
Covered lives7,269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

COLGATE-PALMOLIVE LONG TERM CARE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$702K
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COLGATE-PALMOLIVE COMPANY EMPLOYEE DENTAL EXPENSE ASSISTANCE PLAN

Fully Insured - CONNECTICUT GENERAL LIFE INSURANCE COMPANY

Premiums$226K
Covered lives484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$81K
Covered lives31,986
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526

COLGATE-PALMOLIVE COMPANY RETIREE MEDICAL PLAN

Mixed - AETNA HEALTH, INC.

Premiums$10K
Covered lives1
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

COLGATE-PALMOLIVE COMPANY SHORT TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2K
Covered lives42
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

COLGATE-PALMOLIVE COMPANY EMPLOYEE PRESCRIPTION DRUG PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

COLGATE-PALMOLIVE COMPANY PERSONAL CARE PROGRAM

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

COLGATE-PALMOLIVE EMPLOYEE SEVERANCE PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#524

COLGATE-PALMOLIVE COMPANY EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528

COLGATE-PALMOLIVE COMPANY ADOPTION ASSISTANCE PROGRAM

Unknown

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS & INVESTMENT PLANESOP$3.27B8,8822024
001COLGATE-PALMOLIVE COMPANY EMPLOYEES' RETIREMENT INCOME PLANCashBalance$1.28B8,7152024
012COLGATE-PALMOLIVE COMPANY EXPATRIATE PENSION PLANTraditionalDB$293K32024

Welfare plans16

Plan #NameFundingCarrierPremiumsCoveredLatest year
506COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR ACTIVE EMPLOYEES AND NON-VEBA FUNDED RETIREESFully InsuredHARTFORD LIFE AND ACCIDENT$7.1M14,7322024
510LONG TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$2.9M5,7702024
527COLGATE-PALMOLIVE COMPANY LIFE INSURANCE PLAN FOR VEBA-FUNDED RETIREESFully InsuredHARTFORD LIFE AND ACCIDENT$2.0M9862024
501COLGATE-PALMOLIVE COMPANY MEDICAL PLANFully InsuredCONNECTICUT GENERAL LIFE INSURANCE COMPANY$1.9M4842024
532COLGATE-PALMOLIVE COMPANY ANCILLARY WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.0M3,3042024
529COLGATE-PALMOLIVE COMPANY VISION PLANFully InsuredEYEMED VISION CARE$1.0M7,2692024
525COLGATE-PALMOLIVE LONG TERM CARE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$702K3912024
502COLGATE-PALMOLIVE COMPANY EMPLOYEE DENTAL EXPENSE ASSISTANCE PLANFully InsuredCONNECTICUT GENERAL LIFE INSURANCE COMPANY$226K4842024
509TRAVEL ACCIDENT INSURANCE PLANFully InsuredACE AMERICAN INSURANCE COMPANY$81K31,9862024
526COLGATE-PALMOLIVE COMPANY RETIREE MEDICAL PLANMixedAETNA HEALTH, INC.$10K12024
505COLGATE-PALMOLIVE COMPANY SHORT TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$2K422024
503COLGATE-PALMOLIVE COMPANY EMPLOYEE PRESCRIPTION DRUG PLANSelf Funded-$002024
515COLGATE-PALMOLIVE COMPANY PERSONAL CARE PROGRAMUnknown-$002024
522COLGATE-PALMOLIVE EMPLOYEE SEVERANCE PROGRAMSelf Funded-$002024
524COLGATE-PALMOLIVE COMPANY EMPLOYEE ASSISTANCE PROGRAMUnknown-$002024
528COLGATE-PALMOLIVE COMPANY ADOPTION ASSISTANCE PROGRAMUnknown-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica