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  2. VISA INC.
Sponsor portfolioTH

VISA INC.

EIN 26-0267673-information technology and services-Latest filing 2024
Plans
4
Retirement
2
$6.75B assets
Welfare
2
$44.8M premiums
Participants
39,979
900 METRO CENTER BLVD. - SAN FRANCISCO, CA 94128844-287-2754visa.comLinkedIn10001+ employeesinformation technology and services
Plans on this EIN
4 filings
#333401k-$5.19B - 19,688 part#334CashBalance-$1.56B - 6,148 part#501Fully Insured-$44.8M - 26,954 lives#506Fully Insured-$37K - 209 lives

Retirement portfolio analytics

2 plans aggregated / $6.75B assets / 25,836 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • VISA 401K PLAN (#333)77%
  • VISA RETIREMENT PLAN (#334)23%
Total $6.75BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • (Not disclosed)77%
  • CONDUENT HR CONSULTING, LLC23%
Total $6.75BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VISA 401K PLAN (#333)19,688
  • VISA RETIREMENT PLAN (#334)6,148
Total 25,836Click row to drill in

Benefits portfolio analytics

2 plans / $44.8M premiums / 27,163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$29.9M
  • Prescription drug$29.9M
  • Other$19.3M
  • Life$14.7M
  • Long-term disability$14.7M
  • Dental$4.6M
  • +3 more
Total $44.8M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • KAISER FOUNDATION HEALTH PLAN INC56%
  • METROPOLITAN LIFE INSURANCE COMPANY33%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $44.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • WILLIS TOWERS WATSON US LLC69%
  • MARSH & MCLENNAN AGENCY LLC31%
Total $974K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

VISA 401K PLAN

401k

Assets$5.19B
Participants19,688
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334

VISA RETIREMENT PLAN

CashBalance

Assets$1.56B
Participants6,148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISA INC. WELFARE BENEFITS AND CAFETERIA PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$44.8M
Covered lives26,954
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

VISA RETIREE HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)

Premiums$37K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333VISA 401K PLAN401k$5.19B19,6882024
334VISA RETIREMENT PLANCashBalance$1.56B6,1482024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISA INC. WELFARE BENEFITS AND CAFETERIA PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$44.8M26,9542024
506VISA RETIREE HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)$37K2092024
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