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GREAT-WEST LIFE & ANNUITY INSURANCE

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Great-West Life & Annuity Insurance at a glance

Great-West Life & Annuity Insurance appears on 9,899 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.23T in assets for 15,614,011 participants. The median client plan holds $19.4M. Most client plans are sponsored in CA, TX and NY. The largest clients by plan assets are Microsoft Corporation, Wells Fargo & Company and Bank of America Corporation. Plans reported $858M in direct and indirect compensation paid to Great-West Life & Annuity Insurance, a median of $35K per plan.

Participants
15,614,011
Median plan assets
$19.4M
Median plan participants
349
Median fees per plan
$35K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Microsoft CorporationWA$77.9B184,329
Wells Fargo & CompanyMN$64.4B248,225
Bank of America CorporationRI$19.9B154,763
Board of Trustees of the Teamsters - UPS 401(k) National Savings PlanGA$19.3B478,185
Southwest Airlines Co.TX$18.9B87,150
The Cigna GroupPA$14.2B91,385
Abbvie Inc.IL$13.4B39,371
Edward D. Jones & Co., L.P.MO$12.4B58,392
Bae Systems, Inc.VA$12.0B58,830
3M CompanyMN$10.6B40,574
Advocate Aurora Health, IncWI$10.5B103,145
The Mount Sinai Medical CenterNY$9.5B75,936
Trinet HR III, Inc.CA$8.7B238,170
General Dynamics CorporationVA$8.7B43,839
Board of Trustees of the Deferred Salary Plan of the Electrical IndNY$8.0B33,824
BD of Trustees of the Elev Constu Annuity and 401(k) Ret PlanPA$7.3B37,105
Deseret Mutual Benefit AdministratorsUT$7.2B41,648
Bechtel Global CorporationAZ$6.7B16,956
Philips North America LLCMA$6.4B27,842
Bloomberg L.P.NY$5.7B20,110
Jetblue Airways CorporationNY$5.4B27,448
American Electric Power Service CorporationOH$5.2B21,396
Schneider Electric Holdings, Inc.IL$5.1B29,760
Westrock CompanyGA$5.0B45,282
BMO Financial Corp.IL$5.0B29,464

Top client states

  1. CA1,099 plans
  2. TX686 plans
  3. NY563 plans
  4. FL516 plans
  5. PA476 plans

Frequently asked questions

Who uses Great-West Life & Annuity Insurance?
9,899 retirement plans list Great-West Life & Annuity Insurance as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Microsoft Corporation, Wells Fargo & Company, Bank of America Corporation, Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan and Southwest Airlines Co.. Most client plans are sponsored in CA, TX and NY.
How many plans does Great-West Life & Annuity Insurance serve?
Great-West Life & Annuity Insurance serves 9,899 retirement plans with $1.23T in plan assets and 15,614,011 participants, based on the latest Form 5500 filings through 2024.
What does Great-West Life & Annuity Insurance charge?
Plans reported $858M in total Schedule C compensation paid to Great-West Life & Annuity Insurance. The median plan paid $35K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served9,899+332 YoYRank #2 of mapped providers
Assets under administration$1.23T1.2%Market share · rank #8
Fees received$858MMedian $35,145/planSum across Schedule C direct + indirect
Net wins YoY+3291,381 won · 1,052 lostPlan-level switch detection

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