Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CHICK-FIL-A, INC.
EIN 58-0941582Accommodation and Food ServicesLatest filing 2024
Plans
3
Retirement
2
$1.63B assets
Welfare
1
$8.8M premiums
Participants
24,347
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.63B assets / 13,976 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.8M premiums / 16,476 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$5.0M
- Other$3.8M
- Life$3.3M
- Short-term disability$458K
Carrier market share
Premium dollars by Schedule A carrier
61%top
- STANDARD INSURANCE COMPANY61%
- UNUM LIFE INSURANCE COMPANY OF AMERICA38%
- BLUE CROSS OF CALIFORNIA1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
61%top
- MBL ADVISORS INC61%
- MERCER HEALTH AND BENEFITS, LLC32%
- M FINANCIAL HOLDINGS INC6%
- LOCKWOOD INSURANCE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
CHICK-FIL-A, INC. 401(K) PLAN
401k
Assets$1.11B
Participants9,337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334
CHICK-FIL-A, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$527.2M
Participants4,639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CHICK-FIL-A HEALTH AND WELFARE BENEFITS PLAN
Mixed - PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$8.8M
Covered lives16,476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | CHICK-FIL-A, INC. 401(K) PLAN | 401k | $1.11B | 9,337 | 2024 | |
| 334 | CHICK-FIL-A, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $527.2M | 4,639 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CHICK-FIL-A HEALTH AND WELFARE BENEFITS PLAN | Mixed | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $8.8M | 16,476 | 2024 |
Retirement plans
Welfare plans