Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CITIGROUP INC.
EIN 52-1568099Finance and InsuranceLatest filing 2024
Plans
16
Retirement
2
$33.23B assets
Welfare
14
$186.8M premiums
Participants
1,005,164
750 WASHINGTON BLVD 7TH FLOOR - STAMFORD, CT 06901718-248-1017
Plans on this EIN
16 filings#004ESOP-$23.24B - 121,279 part#020CashBalance-$9.99B - 119,922 part#505Fully Insured-$59.9M - 82,330 lives#506Fully Insured-$51.2M - 67,007 lives#530Fully Insured-$43.0M - 51,968 lives#533Fully Insured-$13.1M - 107,562 lives#508Fully Insured-$9.6M - 584 lives#802Fully Insured-$6.6M - 24,617 lives#515Fully Insured-$3.0M - 15,068 lives#510Fully Insured-$204K - 228,944 lives#550Fully Insured-$189K - 81 lives#512Self Funded-0 lives#521Unknown-0 lives#522Self Funded-0 lives#540Self Funded-0 lives#555Self Funded-0 lives
Retirement portfolio analytics
2 plans aggregated / $33.23B assets / 241,201 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
Participants by plan
Active + retired + deferred vested
- THE CITIGROUP PENSION (#020)119,922
Benefits portfolio analytics
14 plans / $186.8M premiums / 578,161 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$59.9M
- Life$48.5M
- Long-term disability$40.7M
- Vision$13.1M
- Other$12.5M
- Health$9.8M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
80%top
- METROPOLITAN LIFE INSURANCE COMPANY80%
- AETNA LIFE INSURANCE COMPANY11%
- KAISER FOUNDATION HEALTH PLAN INC5%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
- ACE AMERICAN INSURANCE COMPANY0%
- +2 more
Broker market share
Schedule A broker compensation
83%top
- MERCER HEALTH AND BENEFITS, LLC83%
- WILLIS TOWERS WATSON US LLC15%
- ALIGHT SOLUTIONS2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CITI RETIREMENT SAVINGS PLAN
ESOP
Assets$23.24B
Participants121,279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020
THE CITIGROUP PENSION PLAN
CashBalance
Assets$9.99B
Participants119,922
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CITIGROUP DENTAL BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$59.9M
Covered lives82,330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
CITIGROUP LIFE INSURANCE BENEFITS PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$51.2M
Covered lives67,007
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530
CITIGROUP DISABILITY PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$43.0M
Covered lives51,968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533
CITIGROUP VISION BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$13.1M
Covered lives107,562
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
CITIGROUP HEALTH BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$9.6M
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#802
CITIGROUP SUPPLEMENTAL MEDICAL PLANS
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$6.6M
Covered lives24,617
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
CITIGROUP LEGAL BENEFITS PLAN
Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY
Premiums$3.0M
Covered lives15,068
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
CITIGROUP BUSINESS TRAVEL ACCIDENT/ MEDICAL PLAN
Fully Insured - ACE AMERICAN INSURANCE COMPANY
Premiums$204K
Covered lives228,944
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550
CITIGROUP RETIREE MEDICAL BENEFIT PLAN
Fully Insured - TRIPLE S ADVANTAGE
Premiums$189K
Covered lives81
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
CITIGROUP FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521
CITIGROUP BE WELL PROGRAM
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522
CITIGROUP SEPARATION PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540
CITIGROUP SEPARATION PAY PLAN (PUERTO RICO)
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#555
CITI HEALTH REIMBURSEMENT ARRANGEMENT (HRA)
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 | |
|---|---|---|---|---|---|---|
| 004 | CITI RETIREMENT SAVINGS PLAN | ESOP | $23.24B | 121,279 | 2024 | |
| 020 | THE CITIGROUP PENSION PLAN | CashBalance | $9.99B | 119,922 | 2024 |
Welfare plans14
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CITIGROUP DENTAL BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $59.9M | 82,330 | 2024 | |
| 506 | CITIGROUP LIFE INSURANCE BENEFITS PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $51.2M | 67,007 | 2024 | |
| 530 | CITIGROUP DISABILITY PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $43.0M | 51,968 | 2024 | |
| 533 | CITIGROUP VISION BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $13.1M | 107,562 | 2024 | |
| 508 | CITIGROUP HEALTH BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $9.6M | 584 | 2024 | |
| 802 | CITIGROUP SUPPLEMENTAL MEDICAL PLANS | Fully Insured | AETNA LIFE INSURANCE CO. | $6.6M | 24,617 | 2024 | |
| 515 | CITIGROUP LEGAL BENEFITS PLAN | Fully Insured | METROPOLITAN GENERAL INSURANCE COMPANY | $3.0M | 15,068 | 2024 | |
| 510 | CITIGROUP BUSINESS TRAVEL ACCIDENT/ MEDICAL PLAN | Fully Insured | ACE AMERICAN INSURANCE COMPANY | $204K | 228,944 | 2024 | |
| 550 | CITIGROUP RETIREE MEDICAL BENEFIT PLAN | Fully Insured | TRIPLE S ADVANTAGE | $189K | 81 | 2024 | |
| 512 | CITIGROUP FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 521 | CITIGROUP BE WELL PROGRAM | Unknown | - | $0 | 0 | 2024 | |
| 522 | CITIGROUP SEPARATION PAY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 540 | CITIGROUP SEPARATION PAY PLAN (PUERTO RICO) | Self Funded | - | $0 | 0 | 2024 | |
| 555 | CITI HEALTH REIMBURSEMENT ARRANGEMENT (HRA) | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans