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Sponsor portfolioTH

REGIONS FINANCIAL CORPORATION

EIN 63-0589368-Finance and Insurance-Latest filing 2025
Plans
10
Retirement
3
$5.47B assets
Welfare
7
$69.6M premiums
Participants
173,073
2050 PARKWAY OFFICE CIRCLE, 4TH FL - HOOVER, AL 35244205-820-2334
Plans on this EIN
10 filings
#012ESOP-$3.61B - 30,298 part#001TraditionalDB-$1.15B - 11,265 part#013TraditionalDB-$708.1M - 2,720 part#502Fully Insured-$63.5M - 22,524 lives#513Mixed-$3.6M - 19,851 lives#507Mixed-$2.5M - 14,651 lives#001Self Funded-0 lives#505Fully Insured-19,851 lives#508Self Funded-0 lives#509Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $5.47B assets / 44,283 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • FINANCIAL CORPORATION 401(K) (#012)66%
  • CORPORATION RETIREMENT PLAN (#001)21%
  • PLAN FOR ASSOCIATES (#013)13%
Total $5.47BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINANCIAL CORPORATION 401(K) (#012)30,298
  • CORPORATION RETIREMENT PLAN (#001)11,265
  • PLAN FOR ASSOCIATES (#013)2,720
Total 44,283Click row to drill in

Benefits portfolio analytics

7 plans / $69.6M premiums / 76,877 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$55.2M
  • Life$8.3M
  • Long-term disability$3.6M
  • Vision$2.5M
Total $69.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA96%
  • VISION SERVICE PLAN4%
  • HARTFORD LIFE AND ACCIDENT0%
Total $69.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MCGRIFF INSURANCE SERVICES INC100%
Total $851K1 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$3.61B
Participants30,298
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$63.5M
Covered lives22,524
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 lives19,851
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

REGIONS FINANCIAL CORPORATION MEDICAL BENEFIT PLAN

Mixed - VSP

Premiums$2.5M
Covered lives14,651
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 lives19,851
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$3.61B30,2982025
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$63.5M22,5242025
513REGIONS FINANCIAL CORPORATION LONG TERM DISABILITY PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3.6M19,8512025
507REGIONS FINANCIAL CORPORATION MEDICAL BENEFIT PLANMixedVSP$2.5M14,6512025
001REGIONS FINANCIAL CORPORATION RETIREMENT PLANSelf Funded-$002024
505REGIONS FINANCIAL CORPORATION TRAVEL ACCIDENTAL DEATH AND DISMEMBERMENT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$019,8512025
508REGIONS FINANCIAL CORPORATION SEVERANCE PLANSelf Funded-$002025
509REGIONS FINANCIAL CORPORATION DENTAL PLANSelf Funded-$002025
Retirement plans
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