PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
Sponsor portfolioTH

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

EIN 13-5570651-Latest filing 2025
Plans
9
Retirement
2
$4.37B assets
Welfare
7
$111.5M premiums
Participants
63,626
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-$96.8M - 7,287 lives#505Fully Insured-$10.9M - 7,623 lives#509Fully Insured-$2.4M - 7,095 lives#502Fully Insured-$1.4M - 31 lives#521Fully Insured-$13K - 7,394 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 / $111.5M premiums / 29,430 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$93.1M
  • Dental$43.3M
  • Vision$20.5M
  • Life$12.7M
  • Other$3.4M
  • Long-term disability$2.4M
  • +1 more
Total $111.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
25%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY25%
  • ANTHEM LIFE INSURANCE COMPANY18%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
  • AETNA LIFE INSURANCE COMPANY17%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA9%
  • +3 more
Total $111.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • AON CONSULTING INC73%
  • HEWITT INSURANCE BROKERAGE LLC20%
  • AMERICAN BENEFITS AND COMPENSATION3%
  • AMERICAN BENEFITS CONSULTING LLC2%
  • AMERICAN INSURANCE INC2%
  • +3 more
Total $2.9M8 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 - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES ('CIGNA')

Premiums$96.8M
Covered lives7,287
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$10.9M
Covered lives7,623
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$2.4M
Covered lives7,095
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

EQUITABLE RETIREE HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives31
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 lives7,394
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 InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES ('CIGNA')$96.8M7,2872025
505EQUITABLE GROUP LIFE INSURANCE PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY$10.9M7,6232025
509EQUITABLE LONG TERM DISABILITY PLANFully InsuredAMERICAN FAMILY LIFE ASSURANCE CO. OF NY$2.4M7,0952025
502EQUITABLE RETIREE HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.4M312025
521EQUITABLE BUSINESS TRAVEL ACCIDENT INSURANCE PLANFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$13K7,3942025
506EQUITABLE SEVERANCE BENEFIT PLANSelf Funded-$002025
511EQUITABLE HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica