Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WALGREEN CO.
EIN 36-1924025pharmaceuticalsLatest filing 2024
Plans
4
Retirement
2
$14.70B assets
Welfare
2
$148.5M premiums
Participants
710,330
Retirement portfolio analytics
2 plans aggregated / $14.70B assets / 259,130 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $148.5M premiums / 238,084 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$66.1M
- Health$54.0M
- Other$32.7M
- Life$27.6M
- Vision$12.4M
- Long-term disability$6.7M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
37%top
- UNITEDHEALTHCARE INSURANCE COMPANY37%
- KAISER FOUNDATION HEALTH PLAN INC22%
- METROPOLITAN LIFE INSURANCE COMPANY16%
- EYEMED VISION CARE6%
- TRIPLE S SALUD, INC.5%
- +3 more
Broker market share
Schedule A broker compensation
97%top
- AON CONSULTING INC97%
- ALIGHT SOLUTIONS2%
- AMERICAN BEN. AND COMP. SYS. INC.1%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WALGREENS RETIREMENT SAVINGS PLAN
401k
Assets$14.54B
Participants254,452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WALGREENS PUERTO RICO RETIREMENT SAVINGS PLAN
401k
Assets$165.6M
Participants4,678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALGREEN HEALTH AND WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$148.5M
Covered lives238,084
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
WALGREEN SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALGREENS RETIREMENT SAVINGS PLAN | 401k | $14.54B | 254,452 | 2024 | |
| 002 | WALGREENS PUERTO RICO RETIREMENT SAVINGS PLAN | 401k | $165.6M | 4,678 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALGREEN HEALTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $148.5M | 238,084 | 2024 | |
| 514 | WALGREEN SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans