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Sponsor portfolioTH

AFLAC INCORPORATED

EIN 58-1167100-insurance-Latest filing 2025
Plans
4
Retirement
3
$1.51B assets
Welfare
1
$17.5M premiums
Participants
16,047
P.O. BOX 5248, 1932 WYNNTON ROAD - COLUMBUS, GA 31999706-317-0770aflac.comLinkedIn10001+ employeesinsurance
Plans on this EIN
4 filings
#004401k-$1.06B - 7,016 part#002TraditionalDB-$440.3M - 3,073 part#005401k-$918K - 10 part#501Mixed-$17.5M - 8,482 lives

Retirement portfolio analytics

3 plans aggregated / $1.51B assets / 10,099 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING PLAN (#004)71%
  • AFLAC INCORPORATED PENSION (#002)29%
  • PUERTO RICO 401(K) (#005)0%
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
  • PUERTO RICO 401(K) (#005)10
Total 10,099Click row to drill in

Benefits portfolio analytics

1 plan / $17.5M premiums / 8,482 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$16.7M
  • Life$6.5M
  • Short-term disability$6.5M
  • Long-term disability$6.5M
  • Vision$762K
Total $17.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • AFLAC99%
  • TELUS HEALTH (US) LTD.1%
Total $17.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • LOCKTON COMPANIES, LLC42%
  • DOUGLAS CRAWFORD JR27%
  • JOHN W AMOS9%
  • GRANT WELDON CARTER5%
  • RICHARD CARTER SR5%
  • +3 more
Total $1.4M8 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
Retirement#005

AFLAC INCORPORATED PUERTO RICO 401(K) PLAN

401k

Assets$918K
Participants10
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$17.5M
Covered lives8,482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004AFLAC INCORPORATED 401(K) SAVINGS AND PROFIT SHARING PLAN401k$1.06B7,0162024
002AFLAC INCORPORATED PENSION PLANTraditionalDB$440.3M3,0732024
005AFLAC INCORPORATED PUERTO RICO 401(K) PLAN401k$918K102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AFLAC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedAFLAC$17.5M8,4822025
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