Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TRUIST FINANCIAL CORPORATION
EIN 56-0939887Latest filing 2025
Plans
8
Retirement
2
$23.93B assets
Welfare
6
$57.5M premiums
Participants
244,270
214 N. TRYON STREET - CHARLOTTE, NC 28202800-716-2455
Retirement portfolio analytics
2 plans aggregated / $23.93B assets / 151,606 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRUIST FINANCIAL CORPORATION PENSION PLAN
TraditionalDB
Assets$14.70B
Participants92,130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN
ESOP
Assets$9.23B
Participants59,476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
TRUIST FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$49.3M
Covered lives52,328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517
TRUIST FINANCIAL CORPORATION RETIREE LIFE PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$8.2M
Covered lives7,403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
GROUP BUSINESS TRAVEL ACCIDENT INSURANCE PLAN FOR EMPLOYEES AND DIRECTORS OF TRUIST FINANCIAL CORPORATION
Fully Insured - HARTFORD FIRE INSURANCE COMPANY
Premiums$0
Covered lives41,565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
GENERAL SEVERANCE PLAN FOR EMPLOYEES OF TRUIST FINANCIAL CORPORATION AND AFFILIATES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
TRUIST FINANCIAL CORPORATION SUBSIDIARY HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
TRUIST FINANCIAL CORPORATION RETIREE HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUIST FINANCIAL CORPORATION PENSION PLAN | TraditionalDB | $14.70B | 92,130 | 2024 | |
| 003 | TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN | ESOP | $9.23B | 59,476 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | TRUIST FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $49.3M | 52,328 | 2024 | |
| 517 | TRUIST FINANCIAL CORPORATION RETIREE LIFE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $8.2M | 7,403 | 2024 | |
| 506 | GROUP BUSINESS TRAVEL ACCIDENT INSURANCE PLAN FOR EMPLOYEES AND DIRECTORS OF TRUIST FINANCIAL CORPORATION | Fully Insured | HARTFORD FIRE INSURANCE COMPANY | $0 | 41,565 | 2024 | |
| 511 | GENERAL SEVERANCE PLAN FOR EMPLOYEES OF TRUIST FINANCIAL CORPORATION AND AFFILIATES | Self Funded | - | $0 | 0 | 2024 | |
| 514 | TRUIST FINANCIAL CORPORATION SUBSIDIARY HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN | Unknown | - | $0 | 0 | 2024 | |
| 515 | TRUIST FINANCIAL CORPORATION RETIREE HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans