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Sponsor portfolioTH

TRUIST FINANCIAL CORPORATION

EIN 56-0939887-Finance and Insurance-Latest filing 2025
Plans
8
Retirement
2
$24.93B assets
Welfare
6
$49.3M premiums
Participants
244,198
214 N. TRYON STREET, FLOOR 45 - CHARLOTTE, NC 28202800-716-2455
Plans on this EIN
8 filings
#001TraditionalDB-$14.70B - 92,130 part#003ESOP-$10.23B - 58,823 part#508Mixed-$40.1M - 52,416 lives#517Fully Insured-$9.2M - 7,352 lives#506Fully Insured-56,977 lives#511Self Funded-0 lives#514Unknown-0 lives#515Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $24.93B assets / 150,953 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • FINANCIAL CORPORATION PENSION (#001)59%
  • CORPORATION 401(K) Savings (#003)41%
Total $24.93BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINANCIAL CORPORATION PENSION (#001)92,130
  • CORPORATION 401(K) Savings (#003)58,823
Total 150,953Click row to drill in

Benefits portfolio analytics

6 plans / $49.3M premiums / 116,745 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$41.7M
  • Long-term disability$32.5M
  • Other$7.6M
Total $49.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HARTFORD LIFE AND ACCIDENT87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • COMPSYCH1%
Total $49.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $2.9M1 slice

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$10.23B
Participants58,823
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$40.1M
Covered lives52,416
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$9.2M
Covered lives7,352
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 lives56,977
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 #NameTypeAssetsParticipantsLatest year
001TRUIST FINANCIAL CORPORATION PENSION PLANTraditionalDB$14.70B92,1302024
003TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLANESOP$10.23B58,8232025

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
508TRUIST FINANCIAL CORPORATION EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$40.1M52,4162025
517TRUIST FINANCIAL CORPORATION RETIREE LIFE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$9.2M7,3522025
506GROUP BUSINESS TRAVEL ACCIDENT INSURANCE PLAN FOR EMPLOYEES AND DIRECTORS OF TRUIST FINANCIAL CORPORATIONFully InsuredHARTFORD FIRE INSURANCE COMPANY$056,9772025
511GENERAL SEVERANCE PLAN FOR EMPLOYEES OF TRUIST FINANCIAL CORPORATION AND AFFILIATESSelf Funded-$002025
514TRUIST FINANCIAL CORPORATION SUBSIDIARY HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLANUnknown-$002024
515TRUIST FINANCIAL CORPORATION RETIREE HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLANUnknown-$002025
Retirement plans
Welfare plans
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