PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VISA INC.
Sponsor portfolioTH

VISA INC.

EIN 26-0267673-information technology and services-Latest filing 2025
Plans
4
Retirement
2
$7.57B assets
Welfare
2
$42.6M premiums
Participants
40,030
900 METRO CENTER BLVD. - SAN FRANCISCO, CA 94128844-287-2754visa.comLinkedIn10001+ employeesinformation technology and services
Plans on this EIN
4 filings
#333401k-$5.97B - 20,365 part#334CashBalance-$1.60B - 5,844 part#501Mixed-$42.6M - 27,035 lives#506Fully Insured-$35K - 232 lives

Retirement portfolio analytics

2 plans aggregated / $7.57B assets / 26,209 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • VISA 401K PLAN (#333)79%
  • VISA RETIREMENT PLAN (#334)21%
Total $7.57BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • (Not disclosed)79%
  • CONDUENT HR CONSULTING, LLC21%
Total $7.57BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VISA 401K PLAN (#333)20,365
  • VISA RETIREMENT PLAN (#334)5,844
Total 26,209Click row to drill in

Benefits portfolio analytics

2 plans / $42.6M premiums / 27,267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$28.8M
  • Prescription drug$28.8M
  • Other$18.0M
  • Life$13.8M
  • Long-term disability$13.8M
  • Dental$4.2M
  • +2 more
Total $42.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • KAISER FOUNDATION HEALTH PLAN INC58%
  • METROPOLITAN LIFE INSURANCE COMPANY32%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $42.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • WILLIS TOWERS WATSON US LLC48%
  • MARSH & MCLENNAN AGENCY LLC39%
  • AON CONSULTING INC14%
Total $880K3 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$5.97B
Participants20,365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334

VISA RETIREMENT PLAN

CashBalance

Assets$1.60B
Participants5,844
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISA INC. WELFARE BENEFITS AND CAFETERIA PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$42.6M
Covered lives27,035
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

Premiums$35K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333VISA 401K PLAN401k$5.97B20,3652025
334VISA RETIREMENT PLANCashBalance$1.60B5,8442025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISA INC. WELFARE BENEFITS AND CAFETERIA PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$42.6M27,0352025
506VISA RETIREE HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$35K2322025
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