Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolioTH
PUBLIX SUPER MARKETS, INC.
EIN 59-0324412retailLatest filing 2025
Plans
11
Retirement
2
$22.36B assets
Welfare
9
$132.1M premiums
Participants
1,285,348
3300 PUBLIX CORPORATE PARKWAY - LAKELAND, FL 33811863-688-1188publix.comLinkedIn10001+ employeesretail
Plans on this EIN
11 filings#002ESOP-$14.29B - 214,426 part#004401k-$8.07B - 239,138 part#504Fully Insured-$39.1M - 110,299 lives#511Fully Insured-$29.6M - 119,408 lives#508Fully Insured-$24.8M - 49,464 lives#502Fully Insured-$15.6M - 100,603 lives#509Fully Insured-$8.5M - 98,396 lives#505Fully Insured-$7.5M - 768 lives#510Fully Insured-$6.8M - 21,430 lives#503Fully Insured-$52K - 2,917 lives#512Unknown-0 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
9 plans / $132.1M premiums / 503,285 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$39.1M
- Short-term disability$29.6M
- Long-term disability$24.8M
- Other$22.5M
- Life$22.4M
- Vision$8.5M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
41%top
- HARTFORD LIFE AND ACCIDENT41%
- UNITEDHEALTHCARE INSURANCE COMPANY36%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA12%
- KAISER FOUNDATION HEALTH PLAN INC6%
- 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$39.1M
Covered lives110,299
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$29.6M
Covered lives119,408
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 lives49,464
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$15.6M
Covered lives100,603
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$8.5M
Covered lives98,396
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, INC
Premiums$7.5M
Covered lives768
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$6.8M
Covered lives21,430
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$52K
Covered lives2,917
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
PUBLIX SUPER MARKETS, INC. SUPPORTLINC BENEFIT
Unknown
Premiums$0
Covered lives0
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 plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | PUBLIX SUPER MARKETS, INC. GROUP DENTAL PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $39.1M | 110,299 | 2025 | |
| 511 | PUBLIX SUPER MARKETS, INC. GROUP SHORT-TERM DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $29.6M | 119,408 | 2025 | |
| 508 | PUBLIX SUPER MARKETS, INC. GROUP LONG-TERM DISABILITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $24.8M | 49,464 | 2025 | |
| 502 | PUBLIX SUPER MARKETS, INC. GROUP TERM LIFE INSURANCE | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $15.6M | 100,603 | 2025 | |
| 509 | PUBLIX SUPER MARKETS, INC. GROUP VISION PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $8.5M | 98,396 | 2025 | |
| 505 | PUBLIX SUPER MARKETS, INC. GROUP HEALTH BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC | $7.5M | 768 | 2025 | |
| 510 | PUBLIX SUPER MARKETS, INC. GROUP SUPPLEMENTAL LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $6.8M | 21,430 | 2025 | |
| 503 | PUBLIX SUPER MARKETS, INC. ACCIDENTAL DEATH & DISMEMBERMENT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $52K | 2,917 | 2025 | |
| 512 | PUBLIX SUPER MARKETS, INC. SUPPORTLINC BENEFIT | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans