Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITED SERVICES AUTOMOBILE ASSOCIATION
EIN 74-0959140insuranceLatest filing 2024
Plans
5
Retirement
2
$15.48B assets
Welfare
3
$48.1M premiums
Participants
195,203
9800 FREDERICKSBURG ROAD, D 01 W - SAN ANTONIO, TX 782884002210-498-1450LinkedIn1-10 employeesinsurance
Retirement portfolio analytics
2 plans aggregated / $15.48B assets / 102,865 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- (Not disclosed)70%
- FIDELITY INVESTMENTS INSTITUTIONAL30%
Participants by plan
Active + retired + deferred vested
- USAA PENSION (#001)49,301
Benefits portfolio analytics
3 plans / $48.1M premiums / 130,074 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$24.9M
- Life$24.1M
- Long-term disability$13.9M
- Vision$6.4M
- Dental$2.9M
Carrier market share
Premium dollars by Schedule A carrier
50%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA50%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY29%
- VISION SERVICE PLAN13%
- ALPHA DENTAL PROGRAMS, INC.6%
- CURALINC HEALTHCARE2%
- +1 more
Broker market share
Schedule A broker compensation
0%top
- MERCER HEALTH AND BENEFITS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
USAA RETIREMENT SAVINGS PLAN
401k
Assets$10.92B
Participants53,564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
USAA PENSION PLAN
CashBalance
Assets$4.57B
Participants49,301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#519
USAA COMPREHENSIVE WELFARE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$38.0M
Covered lives92,365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518
USAA COMPREHENSIVE HEALTH CARE ARRANGEMENT
Mixed - VISION SERVICE PLAN
Premiums$10.1M
Covered lives37,709
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517
USAA GROUP HEALTH CARE ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | USAA RETIREMENT SAVINGS PLAN | 401k | $10.92B | 53,564 | 2024 | |
| 001 | USAA PENSION PLAN | CashBalance | $4.57B | 49,301 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 519 | USAA COMPREHENSIVE WELFARE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $38.0M | 92,365 | 2024 | |
| 518 | USAA COMPREHENSIVE HEALTH CARE ARRANGEMENT | Mixed | VISION SERVICE PLAN | $10.1M | 37,709 | 2024 | |
| 517 | USAA GROUP HEALTH CARE ARRANGEMENT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans