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  2. EQUIFAX, INC
Sponsor portfolioTH

EQUIFAX, INC

EIN 58-0401110-financial services-Latest filing 2024
Plans
7
Retirement
1
$1.47B assets
Welfare
6
$8.0M premiums
Participants
42,299
1550 PEACHTREE STREET NW - ATLANTA, GA 303090000404-885-8000equifax.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
7 filings
#003401k-$1.47B - 9,989 part#503Mixed-$3.6M - 9,217 lives#501Fully Insured-$2.9M - 7,142 lives#502Fully Insured-$1.4M - 6,250 lives#507Fully Insured-$33K - 7,284 lives#516Self Funded-0 lives#517Self Funded-0 lives

Benefits portfolio analytics

6 plans / $8.0M premiums / 29,893 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.9M
  • Stop-loss$2.5M
  • Long-term disability$1.1M
  • Other$667K
  • Vision$607K
  • Dental$352K
  • +1 more
Total $8.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY54%
  • SUN LIFE ASSURANCE COMPANY OF CANADA32%
  • EYEMED VISION CARE8%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • COMPSYCH2%
  • +1 more
Total $8.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • AON CONSULTING INC99%
  • LISA FINK1%
Total $545K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EQUIFAX INC. 401K PLAN

401k

Assets$1.47B
Participants9,989
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

EQUIFAX INC. MAJOR MEDICAL PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.6M
Covered lives9,217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP LIFE INS PLAN OF EQUIFAX INC.

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives7,142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LONG TERM DISABILITY PLAN OF EQUIFAX INC.

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives6,250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

TRAVEL ACCIDENT PL OF EQUIFAX INC.

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA

Premiums$33K
Covered lives7,284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

EQUIFAX INC. SEVERANCE PAY PLAN FOR SALARIED EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

EQUIFAX RETIREE HEALTHCARE PROGRAM

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003EQUIFAX INC. 401K PLAN401k$1.47B9,9892024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
503EQUIFAX INC. MAJOR MEDICAL PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.6M9,2172024
501GROUP LIFE INS PLAN OF EQUIFAX INC.Fully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.9M7,1422024
502LONG TERM DISABILITY PLAN OF EQUIFAX INC.Fully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.4M6,2502024
507TRAVEL ACCIDENT PL OF EQUIFAX INC.Fully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$33K7,2842024
516EQUIFAX INC. SEVERANCE PAY PLAN FOR SALARIED EMPLOYEESSelf Funded-$002024
517EQUIFAX RETIREE HEALTHCARE PROGRAMSelf Funded-$002024
Retirement plans
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