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Sponsor portfolioTH

CAPITAL ONE FINANCIAL CORPORATION

EIN 54-1719854-Management of Companies and Enterprises-Latest filing 2025
Plans
4
Retirement
2
$18.60B assets
Welfare
2
$52.3M premiums
Participants
157,918
1680 CAPITAL ONE DRIVE - MCLEAN, VA 221023491804-284-6600
Plans on this EIN
4 filings
#002401k-$18.35B - 91,543 part#001CashBalance-$246.7M - 3,135 part#501Mixed-$52.3M - 33,566 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $18.60B assets / 94,678 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CORPORATION ASSOCIATE Savings (#002)99%
  • CASH BALANCE PENSION (#001)1%
Total $18.60BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION ASSOCIATE Savings (#002)91,543
  • CASH BALANCE PENSION (#001)3,135
Total 94,678Click row to drill in

Benefits portfolio analytics

2 plans / $52.3M premiums / 33,566 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$22.1M
  • Dental$15.0M
  • Life$9.7M
  • Long-term disability$9.7M
  • Vision$3.5M
  • Other$3.1M
Total $52.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • SELECTHEALTH38%
  • METROPOLITAN LIFE INSURANCE COMPANY34%
  • HARTFORD LIFE AND ACCIDENT18%
  • VISION SERVICE PLAN7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • +2 more
Total $52.3M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $384K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN

401k

Assets$18.35B
Participants91,543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CAPITAL ONE FINANCIAL CORPORATION CASH BALANCE PENSION PLAN

CashBalance

Assets$246.7M
Participants3,135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DISCOVER FINANCIAL SERVICES WELFARE BENEFITS PLAN

Mixed - SELECTHEALTH

Premiums$52.3M
Covered lives33,566
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SEVERANCE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN401k$18.35B91,5432025
001CAPITAL ONE FINANCIAL CORPORATION CASH BALANCE PENSION PLANCashBalance$246.7M3,1352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DISCOVER FINANCIAL SERVICES WELFARE BENEFITS PLANMixedSELECTHEALTH$52.3M33,5662025
502CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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