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  2. VERIZON COMMUNICATIONS INC.
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VERIZON COMMUNICATIONS INC.

EIN 23-2259884-Information-Latest filing 2025
Plans
23
Retirement
5
$47.23B assets
Welfare
18
$385.4M premiums
Participants
571,596
ONE VERIZON WAY, - BASKING RIDGE, NJ 07920908-559-2140
Plans on this EIN
23 filings
#102ESOP-$31.32B - 112,426 part#011ESOP-$6.16B - 16,621 part#016TraditionalDB-$5.70B - 37,982 part#004ESOP-$3.73B - 15,009 part#105ESOP-$326.2M - 2,313 part#580Mixed-$158.1M - 160,964 lives#581Fully Insured-$94.2M - 40,346 lives#588Mixed-$53.5M - 37,985 lives#576Mixed-$51.7M - 47,584 lives#589Fully Insured-$15.1M - 7,068 lives#582Fully Insured-$8.7M - 3,031 lives#585Fully Insured-$3.1M - 1,792 lives#567Mixed-$597K - 3,909 lives#584Mixed-$364K - 160 lives#583Fully Insured-$46K - 921 lives#534Self Funded-0 lives#536Self Funded-0 lives#556Self Funded-0 lives#571Self Funded-0 lives#579Self Funded-0 lives#587Self Funded-0 lives#590Unknown-0 lives#591Unknown-0 lives

Retirement portfolio analytics

5 plans aggregated / $47.23B assets / 184,351 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • FOR MANAGEMENT EMPLOYEES (#102)66%
  • NEW ENGLAND ASSOCIATES (#011)13%
  • PLAN FOR ASSOCIATES (#016)12%
  • FOR MID-ATLANTIC ASSOCIATES (#004)8%
  • REGION HOURLY EMPLOYEES (#105)1%
Total $47.23BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
88%top
  • FIDELITY INVESTMENTS INSTITUTIONAL88%
  • DATABANK IMX LLC12%
Total $47.23BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR MANAGEMENT EMPLOYEES (#102)112,426
  • PLAN FOR ASSOCIATES (#016)37,982
  • NEW ENGLAND ASSOCIATES (#011)16,621
  • FOR MID-ATLANTIC ASSOCIATES (#004)15,009
  • REGION HOURLY EMPLOYEES (#105)2,313
Total 184,351Click row to drill in

Benefits portfolio analytics

18 plans / $385.4M premiums / 303,760 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$15.1M
  • Other$3.1M
  • Health$991K
  • Dental$14K
Total $19.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA79%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • JOHN HANCOCK LIFE INSURANCE COMPANY4%
  • AETNA LIFE INSURANCE COMPANY2%
  • +3 more
Total $19.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MARSH & MCLENNAN AGENCY LLC83%
  • AMERICAN BENEFITS & COMP SYSTEMS17%
Total $205K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#102

VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES

ESOP

Assets$31.32B
Participants112,426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

VERIZON SAVINGS & SECURITY PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES

ESOP

Assets$6.16B
Participants16,621
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016

VERIZON PENSION PLAN FOR ASSOCIATES

TraditionalDB

Assets$5.70B
Participants37,982
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

VERIZON SAVINGS SECURITY PLAN FOR MID-ATLANTIC ASSOCIATES

ESOP

Assets$3.73B
Participants15,009
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#105

VERIZON SAVINGS AND SECURITY PLAN FOR WEST REGION HOURLY EMPLOYEES

ESOP

Assets$326.2M
Participants2,313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#580

THE PLAN FOR GROUP INSURANCE

Mixed - AETNA LIFE INSURANCE CO.

Premiums$158.1M
Covered lives160,964
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#581

THE VERIZON RETIREE GROUP HEALTH PLAN FOR MGMT & NON-UNION HOURLY EMPLOYEES

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$94.2M
Covered lives40,346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#588

VERIZON WELFARE BENEFIT PLAN FOR MID-ATLANTIC ASSOCIATES

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$53.5M
Covered lives37,985
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#576

VERIZON NEW YORK AND NEW ENGLAND RETIREE HEALTH (POST-1992 RETIREES) AND GROUP LIFE INSURANCE PLAN FOR ACTIVE AND RETIRED ASSOCIATES

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$51.7M
Covered lives47,584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#589

VERIZON GROUP UNIVERSAL LIFE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$15.1M
Covered lives7,068
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#582

RETIREE GROUP HEALTH PLAN FOR WEST ASSOCIATES

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC, SO. CA

Premiums$8.7M
Covered lives3,031
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#585

VERIZON ASSOCIATE LONG-TERM CARE PLAN

Fully Insured - MUTUAL OF OMAHA INSURANCE COMPANY

Premiums$3.1M
Covered lives1,792
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#567

VERIZON POST 1995 COLLECTIVELY BARGAINED RETIREE HEALTH PLAN (PRE-1993 RETIREES)

Mixed - INDEPENDENT HEALTH

Premiums$597K
Covered lives3,909
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#584

VERIZON BUSINESS HEALTH AND WELFARE PLAN

Mixed - TAKECARE

Premiums$364K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#583

VERIZON MID-ATLANTIC GROUP HEALTH PLAN FOR RETIRED ASSOCIATES (PRE 1990)

Fully Insured - AETNA HEALTH INC.

Premiums$46K
Covered lives921
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#534

VERIZON SEVERANCE PROGRAM FOR MANAGEMENT EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#536

VERIZON INCOME SECURITY PLAN FOR MID-ATLANTIC ASSOCIATES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#556

VERIZON MEDICAL EXPENSE PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#571

VERIZON INCOME PROTECTION PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#579

THE VERIZON CHOICES PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#587

VERIZON WELFARE BENEFIT PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#590

VERIZON NEW YORK AND NEW ENGLAND ASSOCIATE RETIREE-ONLY HEALTH REIMBURSEMENT ARRANGEMENT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#591

VERIZON MID-ATLANTIC ASSOCIATE RETIREE-ONLY HEALTH REIMBURSEMENT ARRANGEMENT PLAN

Unknown

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

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
102VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEESESOP$31.32B112,4262025
011VERIZON SAVINGS & SECURITY PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATESESOP$6.16B16,6212025
016VERIZON PENSION PLAN FOR ASSOCIATESTraditionalDB$5.70B37,9822024
004VERIZON SAVINGS SECURITY PLAN FOR MID-ATLANTIC ASSOCIATESESOP$3.73B15,0092025
105VERIZON SAVINGS AND SECURITY PLAN FOR WEST REGION HOURLY EMPLOYEESESOP$326.2M2,3132025

Welfare plans18

Plan #NameFundingCarrierPremiumsCoveredLatest year
580THE PLAN FOR GROUP INSURANCEMixedAETNA LIFE INSURANCE CO.$158.1M160,9642024
581THE VERIZON RETIREE GROUP HEALTH PLAN FOR MGMT & NON-UNION HOURLY EMPLOYEESFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$94.2M40,3462024
588VERIZON WELFARE BENEFIT PLAN FOR MID-ATLANTIC ASSOCIATESMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$53.5M37,9852024
576VERIZON NEW YORK AND NEW ENGLAND RETIREE HEALTH (POST-1992 RETIREES) AND GROUP LIFE INSURANCE PLAN FOR ACTIVE AND RETIRED ASSOCIATESMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$51.7M47,5842024
589VERIZON GROUP UNIVERSAL LIFE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$15.1M7,0682025
582RETIREE GROUP HEALTH PLAN FOR WEST ASSOCIATESFully InsuredKAISER FOUNDATION HEALTH PLAN INC, SO. CA$8.7M3,0312024
585VERIZON ASSOCIATE LONG-TERM CARE PLANFully InsuredMUTUAL OF OMAHA INSURANCE COMPANY$3.1M1,7922025
567VERIZON POST 1995 COLLECTIVELY BARGAINED RETIREE HEALTH PLAN (PRE-1993 RETIREES)MixedINDEPENDENT HEALTH$597K3,9092025
584VERIZON BUSINESS HEALTH AND WELFARE PLANMixedTAKECARE$364K1602025
583VERIZON MID-ATLANTIC GROUP HEALTH PLAN FOR RETIRED ASSOCIATES (PRE 1990)Fully InsuredAETNA HEALTH INC.$46K9212025
534VERIZON SEVERANCE PROGRAM FOR MANAGEMENT EMPLOYEESSelf Funded-$002025
536VERIZON INCOME SECURITY PLAN FOR MID-ATLANTIC ASSOCIATESSelf Funded-$002025
556VERIZON MEDICAL EXPENSE PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATESSelf Funded-$002025
571VERIZON INCOME PROTECTION PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATESSelf Funded-$002025
579THE VERIZON CHOICES PLANSelf Funded-$002025
587VERIZON WELFARE BENEFIT PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATESSelf Funded-$002025
590VERIZON NEW YORK AND NEW ENGLAND ASSOCIATE RETIREE-ONLY HEALTH REIMBURSEMENT ARRANGEMENT PLANUnknown-$002025
591VERIZON MID-ATLANTIC ASSOCIATE RETIREE-ONLY HEALTH REIMBURSEMENT ARRANGEMENT PLANUnknown-$002025
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