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Sponsor portfolioTH

FIFTH THIRD BANCORP

EIN 31-0854434-Latest filing 2025
Plans
4
Retirement
3
$4.09B assets
Welfare
1
$20.8M premiums
Participants
48,711
MD 10908R, 38 FOUNTAIN SQUARE PLZ - CINCINNATI, OH 452023102513-534-4932
Plans on this EIN
4 filings
#001401k-$4.01B - 25,787 part#007TraditionalDB-$87.9M - 2,827 part#008ProfitSharing-$1.1M - 37 part#530Mixed-$20.8M - 29,425 lives

Retirement portfolio analytics

3 plans aggregated / $4.09B assets / 28,651 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • BANCORP 401(K) Savings (#001)98%
  • MASTER RETIREMENT PLAN (#007)2%
  • FROZEN SUCCESSOR PLAN (#008)0%
Total $4.09BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE98%
  • (Not disclosed)2%
Total $4.09BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BANCORP 401(K) Savings (#001)25,787
  • MASTER RETIREMENT PLAN (#007)2,827
  • FROZEN SUCCESSOR PLAN (#008)37
Total 28,651Click row to drill in

Benefits portfolio analytics

1 plan / $20.8M premiums / 29,425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$9.6M
  • Life$7.1M
  • Long-term disability$2.7M
  • Vision$1.4M
  • Short-term disability$44K
Total $20.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • DELTA DENTAL OF CALIFORNIA46%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA44%
  • VISION SERVICE PLAN7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $20.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $256K1 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

FIFTH THIRD BANCORP 401(K) SAVINGS PLAN

401k

Assets$4.01B
Participants25,787
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

THE FIFTH THIRD BANCORP MASTER RETIREMENT PLAN

TraditionalDB

Assets$87.9M
Participants2,827
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

THE FIFTH THIRD BANCORP FROZEN SUCCESSOR PLAN

ProfitSharing

Assets$1.1M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

FIFTH THIRD BANCORP GROUP BENEFIT PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$20.8M
Covered lives29,425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001FIFTH THIRD BANCORP 401(K) SAVINGS PLAN401k$4.01B25,7872024
007THE FIFTH THIRD BANCORP MASTER RETIREMENT PLANTraditionalDB$87.9M2,8272024
008THE FIFTH THIRD BANCORP FROZEN SUCCESSOR PLANProfitSharing$1.1M372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
530FIFTH THIRD BANCORP GROUP BENEFIT PLANMixedDELTA DENTAL OF OHIO$20.8M29,4252025
Retirement plans
Welfare plans
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