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Sponsor portfolioWelfare / HealthEIN 05-0340626

CVS PHARMACY, INC.

ONE CVS DRIVE · WOONSOCKET, RI 02895
8886947287
Plans filed
3
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$157.9M
No prior year
Persons covered
232,093
No prior year
Total participants
300,462
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #510$157.9M
THE CVS HEALTH WELFARE BENEFIT PLAN
Mixed232,093 covered·8 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #513$17.7M
CVS HEALTH MEDICAL/DENTAL BENEFIT PLAN FOR RETIREES
Fully insured7,082 covered·3 carriers
Primary: AETNA HEALTH, INC.
Plan #520$0
THE CVS HEALTH RETIREE WELFARE BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$51.3M39.7%
Long-term disability$37.0M28.7%
Other$19.8M15.3%
Health$13.6M10.5%
Dental$7.5M5.8%
Vision$2K0.0%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LOth
$58.2M36.8%13232,093
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTDOth
$47.7M30.2%1241,125
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$37.4M23.7%1580,020
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$10.9M6.9%131,992
LEGALPLANS, USA
EIN 134256913
Oth
$2.0M1.3%1129,296
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$1.5M1.0%11312
TRIPLE S SALUD, INC.
EIN 660555677
HDOth
$247K0.2%1168

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, HARTFORD LIFE AND ACCIDENT$210K$1.1M$1.3M75.8%1
BUCK GLOBAL LLCDALLAS, TXLEGALPLANS, USA$0$357K$357K20.4%1
AON CONSULTING INCCHICAGO, ILPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, LEGALPLANS, USA, TRIPLE-S SALUD, INC.$13K$30K$43K2.4%1
DANIEL WISTEDALPHARETTA, GAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$9K$14K$22K1.3%1
DANIEL J WISTEDALPHARETTA, GAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$439$815$1K0.1%1
HEWITT INSURANCE BROKERAGE LLCLINCOLNSHIRE, ILPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$911$0$9110.1%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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