Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CITIGROUP INC.
EIN 52-1568099Latest filing 2025
Plans
16
Retirement
2
$33.23B assets
Welfare
14
$186.3M premiums
Participants
992,520
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-$41.8M - 50,633 lives#533Fully Insured-$12.8M - 105,901 lives#508Fully Insured-$9.6M - 584 lives#802Fully Insured-$7.1M - 26,697 lives#515Fully Insured-$3.2M - 15,462 lives#510Fully Insured-$432K - 225,852 lives#550Fully Insured-$159K - 75 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 / $186.3M premiums / 574,541 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$39.6M
- Vision$12.8M
- Other$10.8M
- Short-term disability$2.2M
- Health$159K
Carrier market share
Premium dollars by Schedule A carrier
69%top
- METROPOLITAN LIFE INSURANCE COMPANY69%
- AETNA LIFE INSURANCE COMPANY30%
- ACE AMERICAN INSURANCE COMPANY1%
- TRIPLE S SALUD, INC.0%
Broker market share
Schedule A broker compensation
78%top
- MERCER HEALTH AND BENEFITS, LLC78%
- WILLIS TOWERS WATSON US LLC19%
- ALIGHT SOLUTIONS3%
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$41.8M
Covered lives50,633
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533
CITIGROUP VISION BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$12.8M
Covered lives105,901
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$7.1M
Covered lives26,697
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
CITIGROUP LEGAL BENEFITS PLAN
Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY
Premiums$3.2M
Covered lives15,462
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$432K
Covered lives225,852
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550
CITIGROUP RETIREE MEDICAL BENEFIT PLAN
Fully Insured - TRIPLE S ADVANTAGE
Premiums$159K
Covered lives75
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 | $41.8M | 50,633 | 2025 | |
| 533 | CITIGROUP VISION BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $12.8M | 105,901 | 2025 | |
| 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. | $7.1M | 26,697 | 2025 | |
| 515 | CITIGROUP LEGAL BENEFITS PLAN | Fully Insured | METROPOLITAN GENERAL INSURANCE COMPANY | $3.2M | 15,462 | 2025 | |
| 510 | CITIGROUP BUSINESS TRAVEL ACCIDENT/ MEDICAL PLAN | Fully Insured | ACE AMERICAN INSURANCE COMPANY | $432K | 225,852 | 2025 | |
| 550 | CITIGROUP RETIREE MEDICAL BENEFIT PLAN | Fully Insured | TRIPLE S ADVANTAGE | $159K | 75 | 2025 | |
| 512 | CITIGROUP FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 521 | CITIGROUP BE WELL PROGRAM | Unknown | - | $0 | 0 | 2025 | |
| 522 | CITIGROUP SEPARATION PAY PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 540 | CITIGROUP SEPARATION PAY PLAN (PUERTO RICO) | Self Funded | - | $0 | 0 | 2025 | |
| 555 | CITI HEALTH REIMBURSEMENT ARRANGEMENT (HRA) | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans