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  2. FEDEX CORPORATION
Sponsor portfolio

FEDEX CORPORATION

EIN 62-1721435-Transportation and Warehousing-Latest filing 2025
Plans
11
Retirement
4
$55.76B assets
Welfare
7
$210.4M premiums
Participants
1,779,157
70 FEDEX PARKWAY, 2ND FLOOR VERTICAL - COLLIERVILLE, TN 38017901-291-3650
Plans on this EIN
11 filings
#002CashBalance-$26.86B - 213,710 part#001401k-$25.38B - 144,332 part#004401k-$3.52B - 290,909 part#003401k-$4.3M - 407 part#527Fully Insured-$115.8M - 524,266 lives#501Mixed-$89.4M - 21,063 lives#505Fully Insured-$5.2M - 383,999 lives#506Unknown-0 lives#515Unknown-0 lives#519Self Funded-0 lives#529Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $55.76B assets / 649,358 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • CORPORATION EMPLOYEES' PENSION (#002)48%
  • CORPORATION RETIREMENT Savings (#001)46%
  • SAVINGS PLAN II (#004)6%
  • 401(K) RETIREMENT Savings (#003)0%
Total $55.76BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • THE VANGUARD GROUP, INC.52%
  • (Not disclosed)48%
Total $55.76BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN II (#004)290,909
  • CORPORATION EMPLOYEES' PENSION (#002)213,710
  • CORPORATION RETIREMENT Savings (#001)144,332
  • 401(K) RETIREMENT Savings (#003)407
Total 649,358Click row to drill in

Benefits portfolio analytics

7 plans / $210.4M premiums / 929,328 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$116.5M
  • Other$98.7M
  • Life$88.0M
  • Prescription drug$3.4M
  • Dental$503K
Total $210.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • METROPOLITAN LIFE INSURANCE COMPANY55%
  • KAISER FOUNDATION HEALTH PLAN INC37%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
  • CURALINC HEALTHCARE2%
  • TRIPLE S SALUD, INC.2%
  • +3 more
Total $210.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • SAMMONS COMPANY, L.P.51%
  • AMERICAN BENEFITS AND COMPENSATION48%
  • AMERICAN BENEFITS & COMP SYSTEMS1%
Total $1.1M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FEDEX CORPORATION EMPLOYEES' PENSION PLAN

CashBalance

Assets$26.86B
Participants213,710
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FEDEX CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$25.38B
Participants144,332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FEDEX CORPORATION RETIREMENT SAVINGS PLAN II

401k

Assets$3.52B
Participants290,909
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FEDEX SCA EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$4.3M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#527

FEDEX CORPORATION VOLUNTARY INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$115.8M
Covered lives524,266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FEDEX CORPORATION GROUP HEALTH PLAN

Mixed - KAISER FOUNDATION HEALTH PLANS INC.

Premiums$89.4M
Covered lives21,063
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

FEDEX CORPORATION EMPLOYEE ASSISTANCE PROGRAM

Fully Insured - CURLALINC HEALTHCARE

Premiums$5.2M
Covered lives383,999
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

FEDEX CORPORATION HEALTH REIMBURSEMENT ARRANGEMENT

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

FEDEX CORPORATION VOLUNTARY SEVERANCE INCENTIVES PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

FEDEX CORPORATION RETIREE GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#529

FEDEX CORPORATION SEVERANCE PAY PLAN

Self Funded

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002FEDEX CORPORATION EMPLOYEES' PENSION PLANCashBalance$26.86B213,7102025
001FEDEX CORPORATION RETIREMENT SAVINGS PLAN401k$25.38B144,3322024
004FEDEX CORPORATION RETIREMENT SAVINGS PLAN II401k$3.52B290,9092024
003FEDEX SCA EMPLOYEES' 401(K) RETIREMENT SAVINGS PLAN401k$4.3M4072024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
527FEDEX CORPORATION VOLUNTARY INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$115.8M524,2662024
501FEDEX CORPORATION GROUP HEALTH PLANMixedKAISER FOUNDATION HEALTH PLANS INC.$89.4M21,0632024
505FEDEX CORPORATION EMPLOYEE ASSISTANCE PROGRAMFully InsuredCURLALINC HEALTHCARE$5.2M383,9992024
506FEDEX CORPORATION HEALTH REIMBURSEMENT ARRANGEMENTUnknown-$002024
515FEDEX CORPORATION VOLUNTARY SEVERANCE INCENTIVES PLANUnknown-$002024
519FEDEX CORPORATION RETIREE GROUP HEALTH PLANSelf Funded-$002024
529FEDEX CORPORATION SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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