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  2. PRIMERICA, INC.
Sponsor portfolio

PRIMERICA, INC.

EIN 27-1204330-financial services-Latest filing 2025
Plans
3
Retirement
1
$336.2M assets
Welfare
2
$4.4M premiums
Participants
6,551
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-$4.4M - 2,017 lives#502Unknown-0 lives

Benefits portfolio analytics

2 plans / $4.4M premiums / 2,017 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Health$1.6M
  • Life$1.2M
  • Long-term disability$636K
  • Vision$415K
  • Short-term disability$24K
Total $4.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA44%
  • KAISER FOUNDATION HEALTH PLAN INC37%
  • RELIASTAR LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN9%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $4.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $197K1 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$4.4M
Covered lives2,017
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.$4.4M2,0172025
502PRIMERICA SEPARATION PAY PLANUnknown-$002025
Retirement plans
Welfare plans
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