Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AMERIPRISE FINANCIAL, INC.
EIN 13-3180631financial servicesLatest filing 2024
Plans
5
Retirement
2
$4.50B assets
Welfare
3
$7.8M premiums
Participants
41,932
360 AMERIPRISE FINANCIAL CENTER - MINNEAPOLIS, MN 55474612-671-3131ameriprise.comLinkedIn5001-10000 employeesfinancial services
Retirement portfolio analytics
2 plans aggregated / $4.50B assets / 21,707 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $7.8M premiums / 14,270 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$3.5M
- Life$2.3M
- Other$2.3M
- Vision$1.3M
- Health$304K
- Dental$299K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- METROPOLITAN LIFE INSURANCE COMPANY75%
- EYEMED VISION CARE17%
- HAWAII MEDICAL SERVICE ASSOCIATION4%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMERIPRISE FINANCIAL 401(K) PLAN
ESOP
Assets$3.62B
Participants12,302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMERIPRISE FINANCIAL RETIREMENT PLAN
CashBalance
Assets$881.5M
Participants9,405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMERIPRISE FINANCIAL HEALTH & WELLNESS BENEFITS PLAN
Fully Insured - METROPOLITAN LIEF INSURANCE COMPANY
Premiums$7.8M
Covered lives14,270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
AMERIPRISE FINANCIAL SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523
AMERIPRISE FINANCIAL FIELD SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERIPRISE FINANCIAL 401(K) PLAN | ESOP | $3.62B | 12,302 | 2024 | |
| 002 | AMERIPRISE FINANCIAL RETIREMENT PLAN | CashBalance | $881.5M | 9,405 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERIPRISE FINANCIAL HEALTH & WELLNESS BENEFITS PLAN | Fully Insured | METROPOLITAN LIEF INSURANCE COMPANY | $7.8M | 14,270 | 2024 | |
| 511 | AMERIPRISE FINANCIAL SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 523 | AMERIPRISE FINANCIAL FIELD SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans