Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITED SERVICES AUTOMOBILE ASSOCIATION
EIN 74-0959140insuranceLatest filing 2025
Plans
5
Retirement
2
$17.17B assets
Welfare
3
$56.2M premiums
Participants
194,897
9800 FREDERICKSBURG ROAD, D 01 W - SAN ANTONIO, TX 782884002210-498-1450LinkedIn1-10 employeesinsurance
Retirement portfolio analytics
2 plans aggregated / $17.17B assets / 103,083 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
72%top
- (Not disclosed)72%
- FIDELITY INVESTMENTS INSTITUTIONAL28%
Participants by plan
Active + retired + deferred vested
- USAA PENSION (#001)49,899
Benefits portfolio analytics
3 plans / $56.2M premiums / 129,639 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$33.3M
- Life$25.7M
- Long-term disability$13.5M
- Vision$6.5M
- Dental$2.9M
Carrier market share
Premium dollars by Schedule A carrier
46%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA46%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
- VISION SERVICE PLAN12%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
- ALPHA DENTAL PROGRAMS, INC.5%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
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$12.45B
Participants53,184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
USAA PENSION PLAN
CashBalance
Assets$4.73B
Participants49,899
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$46.0M
Covered lives91,930
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518
USAA COMPREHENSIVE HEALTH CARE ARRANGEMENT
Mixed - VISION SERVICE PLAN
Premiums$10.2M
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 | $12.45B | 53,184 | 2025 | |
| 001 | USAA PENSION PLAN | CashBalance | $4.73B | 49,899 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 519 | USAA COMPREHENSIVE WELFARE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $46.0M | 91,930 | 2025 | |
| 518 | USAA COMPREHENSIVE HEALTH CARE ARRANGEMENT | Mixed | VISION SERVICE PLAN | $10.2M | 37,709 | 2025 | |
| 517 | USAA GROUP HEALTH CARE ARRANGEMENT | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans