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  2. PRIMERICA, INC.
Sponsor portfolio

PRIMERICA, INC.

EIN 27-1204330-financial services-Latest filing 2024
Plans
3
Retirement
1
$336.2M assets
Welfare
2
$3.8M premiums
Participants
6,557
1 PRIMERICA PARKWAY - DULUTH, GA 30099470-564-6897primerica.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$336.2M - 2,477 part#501Mixed-$3.8M - 2,014 lives#502Unknown-0 lives

Benefits portfolio analytics

2 plans / $3.8M premiums / 2,014 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Health$1.2M
  • Life$1.1M
  • Long-term disability$595K
  • Vision$413K
  • Short-term disability$25K
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA46%
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • VISION SERVICE PLAN11%
  • RELIASTAR LIFE INSURANCE COMPANY10%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $3.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $181K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRIMERICA SAVINGS & INVESTMENT PLAN

401k

Assets$336.2M
Participants2,477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRIMERICA, INC. HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.

Premiums$3.8M
Covered lives2,014
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PRIMERICA SEPARATION PAY PLAN

Unknown

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIMERICA SAVINGS & INVESTMENT PLAN401k$336.2M2,4772024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRIMERICA, INC. HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.$3.8M2,0142024
502PRIMERICA SEPARATION PAY PLANUnknown-$002024
Retirement plans
Welfare plans
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