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ALTRIA CLIENT SERVICES LLC

EIN 47-2929146-Manufacturing-Latest filing 2024
Plans
19
Retirement
3
$11.53B assets
Welfare
16
$20.4M premiums
Participants
100,692
P. O. BOX 85088 - RICHMOND, VA 232855088804-274-2200LinkedIn1-10 employees
Plans on this EIN
19 filings
#006TraditionalDB-$6.43B - 25,614 part#002ESOP-$4.16B - 9,039 part#009ESOP-$951.3M - 3,208 part#502Mixed-$8.7M - 4,513 lives#533Mixed-$6.6M - 6,002 lives#503Fully Insured-$2.0M - 4,395 lives#532Fully Insured-$1.6M - 1,171 lives#521Fully Insured-$1.2M - 1,646 lives#501Fully Insured-$196K - 5,809 lives#531Mixed-$24K - 55 lives#508Unknown-0 lives#509Self Funded-0 lives#514Unknown-0 lives#516Self Funded-0 lives#518Self Funded-0 lives#526Unknown-0 lives#527Self Funded-0 lives#529Unknown-0 lives#534Unknown-0 lives

Retirement portfolio analytics

3 plans aggregated / $11.53B assets / 37,861 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • ALTRIA RETIREMENT PLAN (#006)56%
  • FOR SALARIED EMPLOYEES (#002)36%
  • FOR HOURLY EMPLOYEES (#009)8%
Total $11.53BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • FIDELITY INVESTMENTS INSTITUTIONAL56%
  • (Not disclosed)44%
Total $11.53BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ALTRIA RETIREMENT PLAN (#006)25,614
  • FOR SALARIED EMPLOYEES (#002)9,039
  • FOR HOURLY EMPLOYEES (#009)3,208
Total 37,861Click row to drill in

Benefits portfolio analytics

16 plans / $20.4M premiums / 23,591 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$20.2M
  • Other$3.3M
  • Long-term disability$24K
Total $20.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HARTFORD LIFE AND ACCIDENT91%
  • SECURIAN LIFE INSURANCE COMPANY8%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $20.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • E. G. BOWMAN36%
  • CFN AGENCY INC32%
  • MMG AGENCY INC.32%
Total $87K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

ALTRIA RETIREMENT PLAN

TraditionalDB

Assets$6.43B
Participants25,614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DEFERRED PROFIT-SHARING PLAN FOR SALARIED EMPLOYEES

ESOP

Assets$4.16B
Participants9,039
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

DEFERRED PROFIT-SHARING PLAN FOR HOURLY EMPLOYEES

ESOP

Assets$951.3M
Participants3,208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$8.7M
Covered lives4,513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533

THE MEDICAL AND LIFE BENEFITS PLAN FOR HOURLY RETIREES

Mixed - HARTFORD LIFE & ACCIDENT

Premiums$6.6M
Covered lives6,002
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROUP LIFE INSURANCE PLAN FOR SALARIED EMPLOYEES

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$2.0M
Covered lives4,395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#532

ALTRIA VOLUNTARY BENEFITS PLAN

Fully Insured - MINNESOTA LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives1,171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

GROUP LIFE INSURANCE PLAN FOR HOURLY EMPLOYEES

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$1.2M
Covered lives1,646
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BUSINESS TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$196K
Covered lives5,809
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531

ALTRIA DISABILITY PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$24K
Covered lives55
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEES

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

FLEXIBLE BENEFITS PLAN FOR SALARIED EMPLOYEES

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

ALTRIA SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

HEALTH CARE PLAN FOR HOURLY EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526

FLEXIBLE BENEFITS PLAN FOR HOURLY EMPLOYEES

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527

LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#529

SURVIVING SPOUSE BENEFIT PLAN FOR HOURLY RETIREMENT PLAN PARTICIPANTS

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#534

ALTRIA RETIREE HEALTH REIMBURSEMENT ACCOUNT (HRA) PLAN FOR SALARIED POST-65 RETIREES

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
006ALTRIA RETIREMENT PLANTraditionalDB$6.43B25,6142024
002DEFERRED PROFIT-SHARING PLAN FOR SALARIED EMPLOYEESESOP$4.16B9,0392024
009DEFERRED PROFIT-SHARING PLAN FOR HOURLY EMPLOYEESESOP$951.3M3,2082024

Welfare plans16

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEDICAL, DENTAL AND RETIREE LIFE BENEFITS PLAN FOR SALARIED EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$8.7M4,5132024
533THE MEDICAL AND LIFE BENEFITS PLAN FOR HOURLY RETIREESMixedHARTFORD LIFE & ACCIDENT$6.6M6,0022024
503GROUP LIFE INSURANCE PLAN FOR SALARIED EMPLOYEESFully InsuredHARTFORD LIFE AND ACCIDENT$2.0M4,3952024
532ALTRIA VOLUNTARY BENEFITS PLANFully InsuredMINNESOTA LIFE INSURANCE COMPANY$1.6M1,1712024
521GROUP LIFE INSURANCE PLAN FOR HOURLY EMPLOYEESFully InsuredHARTFORD LIFE AND ACCIDENT$1.2M1,6462024
501BUSINESS TRAVEL ACCIDENT INSURANCE PLANFully InsuredACE AMERICAN INSURANCE COMPANY$196K5,8092024
531ALTRIA DISABILITY PLANMixedHARTFORD LIFE AND ACCIDENT$24K552024
508SURVIVOR INCOME BENEFIT PLAN FOR SALARIED EMPLOYEESUnknown-$002024
509LONG-TERM DISABILITY PLAN FOR SALARIED EMPLOYEESSelf Funded-$002024
514FLEXIBLE BENEFITS PLAN FOR SALARIED EMPLOYEESUnknown-$002024
516ALTRIA SEVERANCE PAY PLANSelf Funded-$002024
518HEALTH CARE PLAN FOR HOURLY EMPLOYEESSelf Funded-$002024
526FLEXIBLE BENEFITS PLAN FOR HOURLY EMPLOYEESUnknown-$002024
527LONG-TERM DISABILITY PLAN FOR HOURLY EMPLOYEESSelf Funded-$002024
529SURVIVING SPOUSE BENEFIT PLAN FOR HOURLY RETIREMENT PLAN PARTICIPANTSUnknown-$002024
534ALTRIA RETIREE HEALTH REIMBURSEMENT ACCOUNT (HRA) PLAN FOR SALARIED POST-65 RETIREESUnknown-$002024
Retirement plans
Welfare plans
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