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  2. COREBRIDGE FINANCIAL, INC
Sponsor portfolio

COREBRIDGE FINANCIAL, INC

EIN 95-4715639-financial services-Latest filing 2025
Plans
4
Retirement
1
$2.84B assets
Welfare
3
$22.9M premiums
Participants
23,567
WOODSON TOWER, 2919 ALLEN PKWY - HOUSTON, TX 770192111800-562-4244corebridgefinancial.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
4 filings
#001401k-$2.84B - 12,267 part#501Fully Insured-$12.2M - 8,136 lives#502Fully Insured-$10.7M - 9,029 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $22.9M premiums / 17,165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.3M
  • Health$4.1M
  • Long-term disability$1.6M
  • Other$861K
  • Vision$676K
  • Dental$599K
  • +1 more
Total $12.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
  • KAISER FOUNDATION HEALTH PLAN INC25%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA6%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
  • +3 more
Total $12.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • CUSTOM BENEFIT PROGRAMS INC70%
  • AON CONSULTING INC30%
Total $827K2 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#501

COREBRIDGE FINANCIAL, INC. MEDICAL AND WELFARE BENEFITS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$12.2M
Covered lives8,136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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#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
501COREBRIDGE FINANCIAL, INC. MEDICAL AND WELFARE BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$12.2M8,1362025
502COREBRIDGE FINANCIAL, INC. WELFARE BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$10.7M9,0292024
503COREBRIDGE FINANCIAL, INC. SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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