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Sponsor portfolioTH

CSX CORPORATION

EIN 62-1051971-transportation/trucking/railroad-Latest filing 2024
Plans
14
Retirement
3
$5.37B assets
Welfare
11
$10.9M premiums
Participants
75,294
500 WATER STREET - J370 - JACKSONVILLE, FL 32202904-359-3460csx.comLinkedIn10001+ employeestransportation/trucking/railroad
Plans on this EIN
14 filings
#005CashBalance-$2.29B - 14,948 part#003ESOP-$1.54B - 5,563 part#004ESOP-$1.54B - 22,902 part#503Mixed-$7.2M - 8,207 lives#506Fully Insured-$1.9M - 3,352 lives#504Mixed-$759K - 9,336 lives#519Mixed-$759K - 9,336 lives#516Fully Insured-$130K - 942 lives#502Fully Insured-$80K - 3,357 lives#507Self Funded-0 lives#508Self Funded-0 lives#509Self Funded-0 lives#518Self Funded-0 lives#521Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $5.37B assets / 43,413 participants

Assets by plan

Share of aggregate retirement assets

43%top
  • CSX PENSION (#005)43%
  • CSX CORPORATION 401(K) (#003)29%
  • CAPITAL BUILDER PLAN (#004)29%
Total $5.37BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE57%
  • (Not disclosed)43%
Total $5.37BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL BUILDER PLAN (#004)22,902
  • CSX PENSION (#005)14,948
  • CSX CORPORATION 401(K) (#003)5,563
Total 43,413Click row to drill in

Benefits portfolio analytics

11 plans / $10.9M premiums / 34,530 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.2M
  • Long-term disability$1.9M
  • Vision$963K
  • Other$740K
  • Dental$554K
Total $10.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • METROPOLITAN LIFE INSURANCE COMPANY53%
  • AETNA LIFE INSURANCE COMPANY19%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA18%
  • UNITEDHEALTHCARE INSURANCE COMPANY9%
Total $10.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ALLIANT INSURANCE SERVICES, INC.98%
  • BENEFITSTORE INC2%
Total $522 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

CSX PENSION PLAN

CashBalance

Assets$2.29B
Participants14,948
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CSX CORPORATION 401(K) PLAN

ESOP

Assets$1.54B
Participants5,563
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CSX CORPORATION CAPITAL BUILDER PLAN

ESOP

Assets$1.54B
Participants22,902
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CSX CORPORATION GROUP LIFE, ACCIDENT AND VOLUNTARY BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$7.2M
Covered lives8,207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

CSX CORPORATION LONG TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.9M
Covered lives3,352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CSX CORPORATION MEDICAL, DENTAL, AND VISION PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$759K
Covered lives9,336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

CSX HEALTH PLAN FOR CERTAIN ACTIVE UNION EMPLOYEES

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$759K
Covered lives9,336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

CSX CORPORATION GROUP LEGAL PLAN

Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY

Premiums$130K
Covered lives942
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CSX CORPORATION TRAVEL ACCIDENT PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$80K
Covered lives3,357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

CSX CORPORATION RETIRED AND DISABLED EMPLOYEE MEDICAL, DENTAL, AND PRESCRIPTION DRUG PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

CSX CORPORATION CAFETERIA BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

CSX CORPORATION SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

CSX SHORT TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

CSX CORPORATION EXECUTIVE SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
005CSX PENSION PLANCashBalance$2.29B14,9482024
003CSX CORPORATION 401(K) PLANESOP$1.54B5,5632024
004CSX CORPORATION CAPITAL BUILDER PLANESOP$1.54B22,9022024

Welfare plans11

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CSX CORPORATION GROUP LIFE, ACCIDENT AND VOLUNTARY BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$7.2M8,2072024
506CSX CORPORATION LONG TERM DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$1.9M3,3522024
504CSX CORPORATION MEDICAL, DENTAL, AND VISION PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$759K9,3362024
519CSX HEALTH PLAN FOR CERTAIN ACTIVE UNION EMPLOYEESMixedUNITEDHEALTHCARE INSURANCE COMPANY$759K9,3362024
516CSX CORPORATION GROUP LEGAL PLANFully InsuredMETROPOLITAN GENERAL INSURANCE COMPANY$130K9422024
502CSX CORPORATION TRAVEL ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$80K3,3572024
507CSX CORPORATION RETIRED AND DISABLED EMPLOYEE MEDICAL, DENTAL, AND PRESCRIPTION DRUG PLANSelf Funded-$002024
508CSX CORPORATION CAFETERIA BENEFITS PLANSelf Funded-$002024
509CSX CORPORATION SEVERANCE PAY PLANSelf Funded-$002024
518CSX SHORT TERM DISABILITY PLANSelf Funded-$002024
521CSX CORPORATION EXECUTIVE SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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