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  2. COREBRIDGE FINANCIAL, INC.
Sponsor portfolio

COREBRIDGE FINANCIAL, INC.

EIN 95-4715639-financial services-Latest filing 2024
Plans
4
Retirement
1
$2.84B assets
Welfare
3
$13.9M premiums
Participants
21,418
2919 ALLEN PARKWAY, WOODSON TOWER L4-01 - HOUSTON, TX 77019800-562-4244corebridgefinancial.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
4 filings
#001401k-$2.84B - 12,267 part#502Fully Insured-$10.7M - 9,029 lives#501Fully Insured-$3.2M - 323 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $13.9M premiums / 9,352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.1M
  • Health$4.0M
  • Long-term disability$2.1M
  • Other$1.2M
  • Vision$951K
  • Dental$441K
  • +1 more
Total $13.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA53%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • +3 more
Total $13.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • AON CONSULTING INC65%
  • CUSTOM BENEFIT PROGRAMS INC35%
Total $245K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COREBRIDGE FINANCIAL, INC. RETIREMENT SAVINGS 401(K) PLAN

401k

Assets$2.84B
Participants12,267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COREBRIDGE FINANCIAL, INC. WELFARE BENEFITS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$10.7M
Covered lives9,029
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

COREBRIDGE FINANCIAL, INC. MEDICAL PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$3.2M
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

COREBRIDGE FINANCIAL, INC. SEVERANCE PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COREBRIDGE FINANCIAL, INC. RETIREMENT SAVINGS 401(K) PLAN401k$2.84B12,2672024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COREBRIDGE FINANCIAL, INC. WELFARE BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$10.7M9,0292024
501COREBRIDGE FINANCIAL, INC. MEDICAL PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$3.2M3232024
503COREBRIDGE FINANCIAL, INC. SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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