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Sponsor portfolioTH

REGIONS FINANCIAL CORPORATION

EIN 63-0589368-Finance and Insurance-Latest filing 2024
Plans
10
Retirement
3
$5.06B assets
Welfare
7
$14.9M premiums
Participants
171,078
1900 5TH AVENUE NORTH, MAIL CODE ALBH11805B - HOOVER, AL 35244877-562-8383
Plans on this EIN
10 filings
#012ESOP-$3.20B - 29,490 part#001TraditionalDB-$1.15B - 11,265 part#013TraditionalDB-$708.1M - 2,720 part#502Fully Insured-$8.7M - 19,585 lives#513Mixed-$3.6M - 19,585 lives#507Mixed-$2.6M - 14,354 lives#001Self Funded-0 lives#505Fully Insured-19,585 lives#508Self Funded-0 lives#509Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $5.06B assets / 43,475 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • FINANCIAL CORPORATION 401(K) (#012)63%
  • CORPORATION RETIREMENT PLAN (#001)23%
  • PLAN FOR ASSOCIATES (#013)14%
Total $5.06BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINANCIAL CORPORATION 401(K) (#012)29,490
  • CORPORATION RETIREMENT PLAN (#001)11,265
  • PLAN FOR ASSOCIATES (#013)2,720
Total 43,475Click row to drill in

Benefits portfolio analytics

7 plans / $14.9M premiums / 73,109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$8.2M
  • Long-term disability$3.6M
  • Vision$2.6M
  • Other$549K
Total $14.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA83%
  • VISION SERVICE PLAN17%
  • HARTFORD LIFE AND ACCIDENT0%
Total $14.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MCGRIFF INSURANCE SERVICES INC100%
Total $844K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#012

REGIONS FINANCIAL CORPORATION 401(K) PLAN

ESOP

Assets$3.20B
Participants29,490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

REGIONS FINANCIAL CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$1.15B
Participants11,265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

REGIONS FINANCIAL CORPORATION RETIREMENT PLAN FOR ASSOCIATES

TraditionalDB

Assets$708.1M
Participants2,720
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

REGIONS FINANCIAL CORPORATION LIFE INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$8.7M
Covered lives19,585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

REGIONS FINANCIAL CORPORATION LONG TERM DISABILITY PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3.6M
Covered lives19,585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

REGIONS FINANCIAL CORPORATION MEDICAL BENEFIT PLAN

Mixed - VSP

Premiums$2.6M
Covered lives14,354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

REGIONS FINANCIAL CORPORATION RETIREMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

REGIONS FINANCIAL CORPORATION TRAVEL ACCIDENTAL DEATH AND DISMEMBERMENT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$0
Covered lives19,585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

REGIONS FINANCIAL CORPORATION SEVERANCE PLAN

Self Funded

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

REGIONS FINANCIAL CORPORATION DENTAL PLAN

Self Funded

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
012REGIONS FINANCIAL CORPORATION 401(K) PLANESOP$3.20B29,4902024
001REGIONS FINANCIAL CORPORATION RETIREMENT PLANTraditionalDB$1.15B11,2652024
013REGIONS FINANCIAL CORPORATION RETIREMENT PLAN FOR ASSOCIATESTraditionalDB$708.1M2,7202024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
502REGIONS FINANCIAL CORPORATION LIFE INSURANCE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$8.7M19,5852024
513REGIONS FINANCIAL CORPORATION LONG TERM DISABILITY PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3.6M19,5852024
507REGIONS FINANCIAL CORPORATION MEDICAL BENEFIT PLANMixedVSP$2.6M14,3542024
001REGIONS FINANCIAL CORPORATION RETIREMENT PLANSelf Funded-$002024
505REGIONS FINANCIAL CORPORATION TRAVEL ACCIDENTAL DEATH AND DISMEMBERMENT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$019,5852024
508REGIONS FINANCIAL CORPORATION SEVERANCE PLANSelf Funded-$002024
509REGIONS FINANCIAL CORPORATION DENTAL PLANSelf Funded-$002024
Retirement plans
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