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  2. THE PROCTER AND GAMBLE COMPANY
Sponsor portfolioTH

THE PROCTER AND GAMBLE COMPANY

EIN 31-0411980-consumer goods-Latest filing 2025
Plans
6
Retirement
3
$28.47B assets
Welfare
3
$30.8M premiums
Participants
277,774
P AND G TAX DIVISION, P.O. BOX 599 - CINCINNATI, OH 45201513-983-7777pg.comLinkedIn10001+ employeesconsumer goods
Plans on this EIN
6 filings
#002ESOP-$21.97B - 69,403 part#042ESOP-$5.37B - 42,915 part#012TraditionalDB-$1.14B - 10,655 part#556Fully Insured-$21.7M - 109,000 lives#557Mixed-$7.8M - 25,460 lives#503Mixed-$1.3M - 136 lives

Retirement portfolio analytics

3 plans aggregated / $28.47B assets / 122,973 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEE STOCK OWNERSHIP (#002)77%
  • & GAMBLE Savings (#042)19%
  • MASTER RETIREMENT PLAN (#012)4%
Total $28.47BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • ALIGHT SOLUTIONS LLC96%
  • (Not disclosed)4%
Total $28.47BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)69,403
  • & GAMBLE Savings (#042)42,915
  • MASTER RETIREMENT PLAN (#012)10,655
Total 122,973Click row to drill in

Benefits portfolio analytics

3 plans / $30.8M premiums / 134,596 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$27.7M
  • Other$22.8M
  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$1.2M
Total $30.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • METROPOLITAN LIFE INSURANCE COMPANY90%
  • ARAG INSURANCE COMPANY6%
  • TRIPLE S SALUD, INC.4%
  • ZURICH AMERICAN INSURANCE COMPANY0%
  • BLUE CROSS OF CALIFORNIA0%
Total $30.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • STRATEGIC EMPLOYEE BENEFIT SERVICES86%
  • IKON BENEFITS GROUP, INC.14%
  • CROWN RISK MANAGEMENT, LLC0%
Total $421K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.97B
Participants69,403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#042

THE PROCTER & GAMBLE SAVINGS PLAN

ESOP

Assets$5.37B
Participants42,915
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

PROCTER & GAMBLE MASTER RETIREMENT PLAN

TraditionalDB

Assets$1.14B
Participants10,655
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#556

PROCTER & GAMBLE INSURED-UNFUNDED WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$21.7M
Covered lives109,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#557

PROCTER & GAMBLE RETIREE WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$7.8M
Covered lives25,460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PROCTER & GAMBLE HEALTH AND LONG-TERM DISABILITY PLAN

Mixed - TRIPLE-S SALUD, INC.

Premiums$1.3M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLANESOP$21.97B69,4032025
042THE PROCTER & GAMBLE SAVINGS PLANESOP$5.37B42,9152025
012PROCTER & GAMBLE MASTER RETIREMENT PLANTraditionalDB$1.14B10,6552025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
556PROCTER & GAMBLE INSURED-UNFUNDED WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$21.7M109,0002025
557PROCTER & GAMBLE RETIREE WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$7.8M25,4602025
503PROCTER & GAMBLE HEALTH AND LONG-TERM DISABILITY PLANMixedTRIPLE-S SALUD, INC.$1.3M1362025
Retirement plans
Welfare plans
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