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Sponsor portfolioTH

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

EIN 13-5570651-Finance and Insurance-Latest filing 2024
Plans
9
Retirement
2
$4.37B assets
Welfare
7
$102.3M premiums
Participants
65,195
100 MADISON STREET - SYRACUSE, NY 13202800-829-2633
Plans on this EIN
9 filings
#005401k-$2.65B - 13,002 part#011CashBalance-$1.72B - 14,409 part#501Fully Insured-$90.7M - 7,369 lives#505Fully Insured-$7.3M - 7,836 lives#509Fully Insured-$2.3M - 7,238 lives#502Fully Insured-$2.0M - 70 lives#521Fully Insured-$13K - 7,777 lives#506Self Funded-0 lives#511Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.37B assets / 27,411 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • THE EQUITABLE 401(K) (#005)61%
  • EQUITABLE RETIREMENT PLAN (#011)39%
Total $4.37BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EQUITABLE RETIREMENT PLAN (#011)14,409
  • THE EQUITABLE 401(K) (#005)13,002
Total 27,411Click row to drill in

Benefits portfolio analytics

7 plans / $102.3M premiums / 30,290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$87.6M
  • Dental$52.9M
  • Vision$23.2M
  • Life$9.1M
  • Long-term disability$2.3M
  • Other$1.2M
  • +1 more
Total $102.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
26%top
  • AETNA LIFE INSURANCE COMPANY26%
  • UNITEDHEALTHCARE INSURANCE COMPANY22%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
  • ANTHEM LIFE INSURANCE COMPANY17%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
  • +3 more
Total $102.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • AON CONSULTING INC66%
  • HEWITT INSURANCE BROKERAGE LLC27%
  • AMERICAN BENEFITS AND COMPENSATION2%
  • AMERICAN BENEFITS CONSULTING LLC2%
  • AMERICAN INSURANCE INC1%
  • +3 more
Total $3.2M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

THE EQUITABLE 401(K) PLAN

401k

Assets$2.65B
Participants13,002
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

EQUITABLE RETIREMENT PLAN

CashBalance

Assets$1.72B
Participants14,409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EQUITABLE HEALTH PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$90.7M
Covered lives7,369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

EQUITABLE GROUP LIFE INSURANCE PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

Premiums$7.3M
Covered lives7,836
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

EQUITABLE LONG TERM DISABILITY PLAN

Fully Insured - AMERICAN FAMILY LIFE ASSURANCE CO. OF NY

Premiums$2.3M
Covered lives7,238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EQUITABLE RETIREE HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives70
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

EQUITABLE BUSINESS TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA

Premiums$13K
Covered lives7,777
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

EQUITABLE SEVERANCE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

EQUITABLE HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005THE EQUITABLE 401(K) PLAN401k$2.65B13,0022024
011EQUITABLE RETIREMENT PLANCashBalance$1.72B14,4092024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EQUITABLE HEALTH PLANFully InsuredAETNA LIFE INSURANCE CO.$90.7M7,3692024
505EQUITABLE GROUP LIFE INSURANCE PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY$7.3M7,8362024
509EQUITABLE LONG TERM DISABILITY PLANFully InsuredAMERICAN FAMILY LIFE ASSURANCE CO. OF NY$2.3M7,2382024
502EQUITABLE RETIREE HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M702024
521EQUITABLE BUSINESS TRAVEL ACCIDENT INSURANCE PLANFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$13K7,7772024
506EQUITABLE SEVERANCE BENEFIT PLANSelf Funded-$002024
511EQUITABLE HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002024
Retirement plans
Welfare plans
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