Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolioTH
PUBLIX SUPER MARKETS, INC.
EIN 59-0324412retailLatest filing 2024
Plans
10
Retirement
2
$22.36B assets
Welfare
8
$124.6M premiums
Participants
1,034,449
3300 PUBLIX CORPORATE PARKWAY - LAKELAND, FL 33811863-688-1188publix.comLinkedIn10001+ employeesretail
Plans on this EIN
10 filings#002ESOP-$14.29B - 214,426 part#004401k-$8.07B - 239,138 part#504Fully Insured-$37.5M - 107,673 lives#511Fully Insured-$25.8M - 118,695 lives#508Fully Insured-$24.8M - 51,689 lives#502Fully Insured-$15.0M - 98,670 lives#509Fully Insured-$8.2M - 95,721 lives#505Fully Insured-$6.7M - 691 lives#510Fully Insured-$6.5M - 19,030 lives#503Fully Insured-$51K - 2,863 lives
Retirement portfolio analytics
2 plans aggregated / $22.36B assets / 453,564 participantsParticipants by plan
Active + retired + deferred vested
- 401(K) SMART PLAN (#004)239,138
- PLAN & TRUST (#002)214,426
Benefits portfolio analytics
8 plans / $124.6M premiums / 495,032 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$37.5M
- Short-term disability$25.8M
- Long-term disability$24.8M
- Other$21.6M
- Life$21.5M
- Vision$8.2M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
41%top
- HARTFORD LIFE AND ACCIDENT41%
- UNITEDHEALTHCARE INSURANCE COMPANY37%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA12%
- KAISER FOUNDATION HEALTH PLAN INC5%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
ESOP
Assets$14.29B
Participants214,426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN
401k
Assets$8.07B
Participants239,138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
PUBLIX SUPER MARKETS, INC. GROUP DENTAL PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$37.5M
Covered lives107,673
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
PUBLIX SUPER MARKETS, INC. GROUP SHORT-TERM DISABILITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$25.8M
Covered lives118,695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
PUBLIX SUPER MARKETS, INC. GROUP LONG-TERM DISABILITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$24.8M
Covered lives51,689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
PUBLIX SUPER MARKETS, INC. GROUP TERM LIFE INSURANCE
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$15.0M
Covered lives98,670
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
PUBLIX SUPER MARKETS, INC. GROUP VISION PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$8.2M
Covered lives95,721
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
PUBLIX SUPER MARKETS, INC. GROUP HEALTH BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF GEORGIA
Premiums$6.7M
Covered lives691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
PUBLIX SUPER MARKETS, INC. GROUP SUPPLEMENTAL LIFE INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$6.5M
Covered lives19,030
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
PUBLIX SUPER MARKETS, INC. ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$51K
Covered lives2,863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $14.29B | 214,426 | 2024 | |
| 004 | PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN | 401k | $8.07B | 239,138 | 2024 |
Welfare plans8
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | PUBLIX SUPER MARKETS, INC. GROUP DENTAL PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $37.5M | 107,673 | 2024 | |
| 511 | PUBLIX SUPER MARKETS, INC. GROUP SHORT-TERM DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $25.8M | 118,695 | 2024 | |
| 508 | PUBLIX SUPER MARKETS, INC. GROUP LONG-TERM DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $24.8M | 51,689 | 2024 | |
| 502 | PUBLIX SUPER MARKETS, INC. GROUP TERM LIFE INSURANCE | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $15.0M | 98,670 | 2024 | |
| 509 | PUBLIX SUPER MARKETS, INC. GROUP VISION PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $8.2M | 95,721 | 2024 | |
| 505 | PUBLIX SUPER MARKETS, INC. GROUP HEALTH BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $6.7M | 691 | 2024 | |
| 510 | PUBLIX SUPER MARKETS, INC. GROUP SUPPLEMENTAL LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $6.5M | 19,030 | 2024 | |
| 503 | PUBLIX SUPER MARKETS, INC. ACCIDENTAL DEATH & DISMEMBERMENT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $51K | 2,863 | 2024 |
Retirement plans
Welfare plans