Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
YUM BRANDS, INC.
EIN 13-3951308restaurantsLatest filing 2024
Plans
8
Retirement
2
$1.70B assets
Welfare
6
$12.3M premiums
Participants
88,740
1441 GARDINER LN - LOUISVILLE, KY 402131914888-372-5313yum.comLinkedIn1001-5000 employeesrestaurants
Retirement portfolio analytics
2 plans aggregated / $1.70B assets / 41,524 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
58%top
- VOYA RETIREMENT INSURANCE & ANNUITY58%
- (Not disclosed)42%
Participants by plan
Active + retired + deferred vested
- BRANDS 401K PLAN (#003)25,422
Benefits portfolio analytics
6 plans / $12.3M premiums / 36,524 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.8M
- Life$3.1M
- Long-term disability$1.5M
- Other$1.4M
- Dental$1.3M
Carrier market share
Premium dollars by Schedule A carrier
61%top
- KAISER FOUNDATION HEALTH PLAN INC61%
- SUN LIFE ASSURANCE COMPANY OF CANADA15%
- LIFE INSURANCE COMPANY OF NORTH AMERICA11%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
YUM BRANDS 401K PLAN
ESOP
Assets$989.8M
Participants25,422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
YUM BRANDS RETIREMENT PLAN
TraditionalDB
Assets$711.2M
Participants16,102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
YUM BRANDS HEALTHCARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$8.8M
Covered lives6,740
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#560
RESTAURANT EMPLOYEES GROUP INSURANCE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.8M
Covered lives27,091
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
YUM BRANDS DISABILITY PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.6M
Covered lives1,879
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
YUM BRANDS, INC. LEGAL PLAN
Fully Insured - METLIFE LEGAL PLANS
Premiums$137K
Covered lives814
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
YUM BRANDS RETIREE HEALTHCARE PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550
YUM! BRANDS, INC. TEXAS EMPLOYEE INJURY BENEFIT 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 | |
|---|---|---|---|---|---|---|
| 003 | YUM BRANDS 401K PLAN | ESOP | $989.8M | 25,422 | 2024 | |
| 333 | YUM BRANDS RETIREMENT PLAN | TraditionalDB | $711.2M | 16,102 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | YUM BRANDS HEALTHCARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $8.8M | 6,740 | 2024 | |
| 560 | RESTAURANT EMPLOYEES GROUP INSURANCE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.8M | 27,091 | 2024 | |
| 501 | YUM BRANDS DISABILITY PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.6M | 1,879 | 2024 | |
| 504 | YUM BRANDS, INC. LEGAL PLAN | Fully Insured | METLIFE LEGAL PLANS | $137K | 814 | 2024 | |
| 520 | YUM BRANDS RETIREE HEALTHCARE PROGRAM | Self Funded | - | $0 | 0 | 2024 | |
| 550 | YUM! BRANDS, INC. TEXAS EMPLOYEE INJURY BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans