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  2. CAPITAL GROUP COMPANIES, INC.
Sponsor portfolioTH

CAPITAL GROUP COMPANIES, INC.

EIN 86-0206507-Finance and Insurance-Latest filing 2025
Plans
5
Retirement
1
$8.16B assets
Welfare
4
$27.0M premiums
Participants
22,068
333 S HOPE STREET 53RD FLOOR - LOS ANGELES, CA 90071959-975-3820capitalinternational.comLinkedIn1-10 employees
Plans on this EIN
5 filings
#002401k-$8.16B - 12,306 part#501Fully Insured-$25.1M - 9,300 lives#511Fully Insured-$1.0M - 282 lives#502Mixed-$953K - 27 lives#520Self Funded-0 lives

Benefits portfolio analytics

4 plans / $27.0M premiums / 9,609 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.7M
  • Life$5.1M
  • Long-term disability$2.6M
  • Other$1.9M
  • Vision$1.6M
  • Dental$276K
  • +2 more
Total $27.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY46%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY19%
  • ANTHEM LIFE INSURANCE COMPANY16%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA10%
  • VISION SERVICE PLAN6%
  • +3 more
Total $27.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • WILLIS TOWERS WATSON US LLC91%
  • MERCER HEALTH AND BENEFITS, LLC9%
Total $204K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAPITAL RETIREMENT SAVINGS PLAN

401k

Assets$8.16B
Participants12,306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP LIFE AND MEDICAL INSURANCE PLAN FOR EMPLOYEES OF THE CAPITAL GROUP COMPANIES, INC.

Fully Insured - CIGNA HEALTHCARE OF CALIFORNIA

Premiums$25.1M
Covered lives9,300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

THE HEALTH AND WELFARE BENEFITS PLAN FOR THE RETIREES OF THE CAPITAL GROUP COMPANIES

Fully Insured - CIGNA HEALTHCARE OF CALIFORNIA

Premiums$1.0M
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CIGNA HEALTH AND LIFE INSURANCE COMPANY

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$953K
Covered lives27
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

SEVERANCE PAY PLAN FOR US ASSOCIATES OF THE CAPITAL GROUP COMPANIES, INC. AND PARTICIPATING US AFFILIATES

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAPITAL RETIREMENT SAVINGS PLAN401k$8.16B12,3062025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP LIFE AND MEDICAL INSURANCE PLAN FOR EMPLOYEES OF THE CAPITAL GROUP COMPANIES, INC.Fully InsuredCIGNA HEALTHCARE OF CALIFORNIA$25.1M9,3002024
511THE HEALTH AND WELFARE BENEFITS PLAN FOR THE RETIREES OF THE CAPITAL GROUP COMPANIESFully InsuredCIGNA HEALTHCARE OF CALIFORNIA$1.0M2822024
502CIGNA HEALTH AND LIFE INSURANCE COMPANYMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$953K272024
520SEVERANCE PAY PLAN FOR US ASSOCIATES OF THE CAPITAL GROUP COMPANIES, INC. AND PARTICIPATING US AFFILIATESSelf Funded-$002024
Retirement plans
Welfare plans
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