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  2. CAPITAL ONE FINANCIAL CORPORATION
Sponsor portfolioTH

CAPITAL ONE FINANCIAL CORPORATION

EIN 54-1719854-Management of Companies and Enterprises-Latest filing 2024
Plans
4
Retirement
2
$12.30B assets
Welfare
2
$35.4M premiums
Participants
163,211
1680 CAPITAL ONE DRIVE - MCLEAN, VA 221023491804-284-6600
Plans on this EIN
4 filings
#002401k-$12.05B - 68,906 part#001CashBalance-$246.7M - 3,135 part#501Mixed-$35.4M - 78,326 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $12.30B assets / 72,041 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • CORPORATION ASSOCIATE Savings (#002)98%
  • CASH BALANCE PENSION (#001)2%
Total $12.30BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION ASSOCIATE Savings (#002)68,906
  • CASH BALANCE PENSION (#001)3,135
Total 72,041Click row to drill in

Benefits portfolio analytics

2 plans / $35.4M premiums / 78,326 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$16.8M
  • Long-term disability$9.5M
  • Other$9.1M
  • Vision$5.7M
  • Health$278K
  • Dental$278K
Total $35.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • HARTFORD LIFE AND ACCIDENT56%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA27%
  • ANTHEM LIFE INSURANCE COMPANY16%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $35.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRATEGIC EMPLOYEE BENEFIT SERVICES100%
Total $697K1 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$12.05B
Participants68,906
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

CAPITAL ONE FINANCIAL CORPORATION EMPLOYEE WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$35.4M
Covered lives78,326
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$12.05B68,9062024
001CAPITAL ONE FINANCIAL CORPORATION CASH BALANCE PENSION PLANCashBalance$246.7M3,1352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPITAL ONE FINANCIAL CORPORATION EMPLOYEE WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$35.4M78,3262024
502CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SEVERANCE PLANSelf Funded-$002024
Retirement plans
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