Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLGATE-PALMOLIVE COMPANY DISTR. LLC
EIN 66-0388332Wholesale TradeLatest filing 2024
Plans
3
Retirement
2
$32.1M assets
Welfare
1
$593K premiums
Participants
688
P O BOX 363865 - SAN JUAN, PR 009363865787-273-5000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $32.1M assets / 601 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $593K premiums / 52 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$593K
- Dental$593K
- Prescription drug$593K
- Life$507K
- Other$507K
- Vision$86K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- MAPFRE LIFE INSURANCE COMPANY OF PUERTO RICO86%
- MMM HEALTHCARE, LLC14%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COLGATE-PALMOLIVE PUERTO RICO SAVINGS AND INVESTMENT PLAN
401k
Assets$16.2M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COLGATE-PALMOLIVE PUERTO RICO EMPLOYEES RETIREMENT PLAN
TraditionalDB
Assets$15.9M
Participants483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MEDICAL, HOSPITAL AND DENTAL PLAN
Fully Insured - MAPFRE LIFE INSURANCE COMPANY
Premiums$593K
Covered lives52
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLGATE-PALMOLIVE PUERTO RICO SAVINGS AND INVESTMENT PLAN | 401k | $16.2M | 118 | 2024 | |
| 004 | COLGATE-PALMOLIVE PUERTO RICO EMPLOYEES RETIREMENT PLAN | TraditionalDB | $15.9M | 483 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MEDICAL, HOSPITAL AND DENTAL PLAN | Fully Insured | MAPFRE LIFE INSURANCE COMPANY | $593K | 52 | 2024 |
Retirement plans
Welfare plans