Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EQUIFAX, INC
EIN 58-0401110financial servicesLatest filing 2024
Plans
8
Retirement
2
$1.82B assets
Welfare
6
$8.0M premiums
Participants
47,924
1550 PEACHTREE STREET NW - ATLANTA, GA 303090000404-885-8000equifax.comLinkedIn10001+ employeesfinancial services
Retirement portfolio analytics
2 plans aggregated / $1.82B assets / 15,614 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $8.0M premiums / 29,893 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
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
Broker market share
Schedule A broker compensation
99%top
- AON CONSULTING INC99%
- LISA FINK1%
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
Retirement#001
EQUIFAX INC. U.S. RETIREMENT INCOME PLAN
TraditionalDB
Assets$342.2M
Participants5,625
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 plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EQUIFAX INC. 401K PLAN | 401k | $1.47B | 9,989 | 2024 | |
| 001 | EQUIFAX INC. U.S. RETIREMENT INCOME PLAN | TraditionalDB | $342.2M | 5,625 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | EQUIFAX INC. MAJOR MEDICAL PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $3.6M | 9,217 | 2024 | |
| 501 | GROUP LIFE INS PLAN OF EQUIFAX INC. | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.9M | 7,142 | 2024 | |
| 502 | LONG TERM DISABILITY PLAN OF EQUIFAX INC. | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.4M | 6,250 | 2024 | |
| 507 | TRAVEL ACCIDENT PL OF EQUIFAX INC. | Fully Insured | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $33K | 7,284 | 2024 | |
| 516 | EQUIFAX INC. SEVERANCE PAY PLAN FOR SALARIED EMPLOYEES | Self Funded | - | $0 | 0 | 2024 | |
| 517 | EQUIFAX RETIREE HEALTHCARE PROGRAM | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans