Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MACY'S, INC.
EIN 13-3324058Latest filing 2025
Plans
11
Retirement
2
$6.51B assets
Welfare
9
$346.8M premiums
Participants
510,079
145 PROGRESS PLACE - SPRINGDALE, OH 45246513-579-7734
Plans on this EIN
11 filings#013ESOP-$4.64B - 163,125 part#012CashBalance-$1.88B - 36,261 part#941Fully Insured-$317.3M - 79,558 lives#983Fully Insured-$29.4M - 19,658 lives#946Fully Insured-$34K - 93,959 lives#982Mixed-$11K - 9,296 lives#505Self Funded-0 lives#932Self Funded-0 lives#951Self Funded-0 lives#963Self Funded-0 lives#980Self Funded-0 lives
Retirement portfolio analytics
2 plans aggregated / $6.51B assets / 199,386 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
9 plans / $346.8M premiums / 202,471 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$297.0M
- Dental$157.4M
- Vision$51.4M
- Prescription drug$13.5M
- Other$12.5M
- Short-term disability$11.6M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
28%top
- AETNA LIFE INSURANCE COMPANY28%
- COMMUNITY INSURANCE COMPANY15%
- KAISER FOUNDATION HEALTH PLAN INC13%
- UNITEDHEALTHCARE INSURANCE COMPANY13%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
- +3 more
Broker market share
Schedule A broker compensation
90%top
- AON CONSULTING INC90%
- HEWITT INSURANCE BROKERAGE LLC7%
- CUSTOM BENEFIT PROGRAMS INC2%
- JENNIFER N BUCK0%
- JENNIFER BUCK0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#013
MACYS INC 401(K) RETIREMENT INVESTMENT PLAN
ESOP
Assets$4.64B
Participants163,125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
MACYS INC CASH ACCOUNT PENSION PLAN
CashBalance
Assets$1.88B
Participants36,261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#941
MACYS, INC. WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$317.3M
Covered lives79,558
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#983
MACY'S, INC. ENHANCED BENEFITS PROGRAM
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$29.4M
Covered lives19,658
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#946
BUSINESS TRAVEL ACCIDENT INSURANCE
Fully Insured - ZURICH NORTH AMERICA
Premiums$34K
Covered lives93,959
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#982
MACY'S, INC. INTERNATIONAL BUSINESS TRAVEL MEDICAL PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$11K
Covered lives9,296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
MACY'S, INC. INJURY BENEFIT PLAN FOR TEXAS EMPLOYEES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#932
MACYS INC SEPARATION POLICY
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#951
MACYS, INC. DISABILITY BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#963
LONG-TERM DISABILITY PLAN OF THE MAY DEPT STORES COMPANY
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#980
MACY'S, INC. RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 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 | |
|---|---|---|---|---|---|---|
| 013 | MACYS INC 401(K) RETIREMENT INVESTMENT PLAN | ESOP | $4.64B | 163,125 | 2024 | |
| 012 | MACYS INC CASH ACCOUNT PENSION PLAN | CashBalance | $1.88B | 36,261 | 2024 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 941 | MACYS, INC. WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $317.3M | 79,558 | 2025 | |
| 983 | MACY'S, INC. ENHANCED BENEFITS PROGRAM | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $29.4M | 19,658 | 2025 | |
| 946 | BUSINESS TRAVEL ACCIDENT INSURANCE | Fully Insured | ZURICH NORTH AMERICA | $34K | 93,959 | 2025 | |
| 982 | MACY'S, INC. INTERNATIONAL BUSINESS TRAVEL MEDICAL PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | 9,296 | 2025 | |
| 505 | MACY'S, INC. INJURY BENEFIT PLAN FOR TEXAS EMPLOYEES | Self Funded | - | $0 | 0 | 2025 | |
| 932 | MACYS INC SEPARATION POLICY | Self Funded | - | $0 | 0 | 2025 | |
| 951 | MACYS, INC. DISABILITY BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 963 | LONG-TERM DISABILITY PLAN OF THE MAY DEPT STORES COMPANY | Self Funded | - | $0 | 0 | 2025 | |
| 980 | MACY'S, INC. RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans