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Sponsor portfolioTH

AFLAC INCORPORATED

EIN 58-1167100-insurance-Latest filing 2024
Plans
3
Retirement
2
$1.51B assets
Welfare
1
$16.2M premiums
Participants
16,139
1932 WYNNTON ROAD - COLUMBUS, GA 31999706-323-3431aflac.comLinkedIn10001+ employeesinsurance
Plans on this EIN
3 filings
#004401k-$1.06B - 7,016 part#002TraditionalDB-$440.3M - 3,073 part#501Mixed-$16.2M - 6,587 lives

Retirement portfolio analytics

2 plans aggregated / $1.51B assets / 10,089 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING PLAN (#004)71%
  • AFLAC INCORPORATED PENSION (#002)29%
Total $1.51BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)7,016
  • AFLAC INCORPORATED PENSION (#002)3,073
Total 10,089Click row to drill in

Benefits portfolio analytics

1 plan / $16.2M premiums / 6,587 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$15.2M
  • Life$5.0M
  • Short-term disability$5.0M
  • Long-term disability$5.0M
  • Vision$939K
Total $16.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • AFLAC99%
  • TELUS HEALTH (US) LTD.1%
Total $16.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • LOCKTON COMPANIES, LLC48%
  • MARIALENA SELVAGGIO19%
  • JOHN E CARTER III7%
  • DOMINICK R SIRACUSA5%
  • RICHARD CARTER SR5%
  • +3 more
Total $1.3M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

AFLAC INCORPORATED 401(K) SAVINGS AND PROFIT SHARING PLAN

401k

Assets$1.06B
Participants7,016
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AFLAC INCORPORATED PENSION PLAN

TraditionalDB

Assets$440.3M
Participants3,073
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AFLAC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Mixed - AFLAC

Premiums$16.2M
Covered lives6,587
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004AFLAC INCORPORATED 401(K) SAVINGS AND PROFIT SHARING PLAN401k$1.06B7,0162024
002AFLAC INCORPORATED PENSION PLANTraditionalDB$440.3M3,0732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AFLAC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedAFLAC$16.2M6,5872024
Retirement plans
Welfare plans
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