Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COSTCO WHOLESALE CORPORATION AND SUBSIDIARIES
EIN 91-1223280retailLatest filing 2025
Plans
7
Retirement
2
$41.14B assets
Welfare
5
$282.0M premiums
Participants
1,093,191
Retirement portfolio analytics
2 plans aggregated / $41.14B assets / 265,372 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
- 401K RETIREMENT PLAN (#002)263,899
Benefits portfolio analytics
5 plans / $282.0M premiums / 213,656 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$165.2M
- Long-term disability$161.2M
- Other$92.5M
- Life$81.2M
- Health$32.7M
- Dental$8.3M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
88%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA88%
- HAWAII MEDICAL SERVICE ASSOCIATION9%
- TRIPLE S SALUD, INC.3%
- AETNA LIFE INSURANCE COMPANY0%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
- M FINANCIAL HOLDINGS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COSTCO 401K RETIREMENT PLAN
ESOP
Assets$41.02B
Participants263,899
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
COSTCO PUERTO RICO RETIREMENT PLAN
401k
Assets$127.2M
Participants1,473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COSTCO WHOLESALE CORPORATION EMPLOYEE BENEFITS PROGRAM II
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$282.0M
Covered lives213,656
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
COSTCO EMPLOYEE BENEFITS PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
COSTCO WHOLESALE CORPORATION CAFETERIA PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
COSTCO WHOLESALE CORPORATION VISION AND PRESCRIPTION DRUG PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
COSTCO WHOLESALE CORPORATION TEXAS INJURY BENEFIT PLAN
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 | COSTCO 401K RETIREMENT PLAN | ESOP | $41.02B | 263,899 | 2024 | |
| 005 | COSTCO PUERTO RICO RETIREMENT PLAN | 401k | $127.2M | 1,473 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COSTCO WHOLESALE CORPORATION EMPLOYEE BENEFITS PROGRAM II | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $282.0M | 213,656 | 2025 | |
| 510 | COSTCO EMPLOYEE BENEFITS PROGRAM | Self Funded | - | $0 | 0 | 2025 | |
| 511 | COSTCO WHOLESALE CORPORATION CAFETERIA PLAN | Unknown | - | $0 | 0 | 2025 | |
| 512 | COSTCO WHOLESALE CORPORATION VISION AND PRESCRIPTION DRUG PROGRAM | Self Funded | - | $0 | 0 | 2025 | |
| 513 | COSTCO WHOLESALE CORPORATION TEXAS INJURY BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans