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  2. CITADEL ENTERPRISE AMERICAS LLC
Sponsor portfolio

CITADEL ENTERPRISE AMERICAS LLC

EIN 36-4108019-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$1.21B assets
Welfare
1
$4.5M premiums
Participants
10,013
200 S. BISCAYNE BVLD - MIAMI, FL 33131312-395-2100
Plans on this EIN
2 filings
#002401k-$1.21B - 6,134 part#550Fully Insured-$4.5M - 7,294 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 7,294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Life$2.9M
  • Short-term disability$2.9M
  • Long-term disability$2.9M
  • Vision$1.5M
  • Health$673K
  • +2 more
Total $4.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA65%
  • EYEMED VISION CARE19%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
  • EVEREST REINSURANCE COMPANY0%
Total $4.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $495K2 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

CITADEL RETIREMENT SAVINGS PLAN

401k

Assets$1.21B
Participants6,134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

CITADEL ENTERPRISE AMERICAS LLC EMPLOYEE GROUP BENEFITS PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$4.5M
Covered lives7,294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CITADEL RETIREMENT SAVINGS PLAN401k$1.21B6,1342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
550CITADEL ENTERPRISE AMERICAS LLC EMPLOYEE GROUP BENEFITS PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$4.5M7,2942024
Retirement plans
Welfare plans
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