Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 37-0602744
CATERPILLAR INC.
5205 N. O'CONNOR BOULEVARD · IRVING, TX 75039
9728917700
- Plans filed
- 14
- Years active
- 2015–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$82.0M
No prior year
Persons covered
107,958
No prior year
Total participants
163,240
No prior year
Plans filed
14
No prior year
Plans under this sponsor
14 plans
Plan #543$38.5M
CATERPILLAR GLOBAL MINING LEGACY HOURLY EMPLOYEES WELFARE PLAN
Mixed6,991 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #541$28.2M
CATERPILLAR INC. EMPLOYEE HEALTH, LIFE AND DISABILITY BENEFIT PROGRAM
Mixed54,586 covered·3 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #542$12.2M
CATERPILLAR INC. RETIREE GROUP INSURANCE PLAN
Mixed19,369 covered·4 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #502$11.0M
CATERPILLAR INC. GROUP INSURANCE PLAN A
Mixed9,624 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #536$10.2M
CATERPILLAR INC. DISABILITY AND LIFE INSURANCE PLAN FOR BARGAINING UNIT EMPLOYEES A/K/A GROUP INSURANCE PLAN B
Mixed7,965 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #501$9.7M
CATERPILLAR INC. RETIREE BENEFIT PROGRAM
Mixed19,369 covered·4 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #546$2.7M
CATERPILLAR INC. INTERNATIONAL SERVICE EMPLOYEE HEALTHCARE PLAN
Fully insured430 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #544$2.1M
CATERPILLAR GLOBAL MINING LEGACY WELFARE PLAN FOR DENISON STEELWORKERS (CGM-DENSION)
Mixed7,965 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$248K
CATERPILLAR INC. BUSINESS TRAVEL ACCIDENT PLAN
Fully insured30,021 covered·1 carrier
Primary: NATIONAL UNION FIRE INS. CO. OF PITTSBURGH,PA
Plan #531$0
CATERPILLAR INC. FLEXIBLE SPENDING ACCOUNT PLAN
Unknown0 covered·0 carriers
Plan #535$0
CATERPILLAR INC. EMPLOYEE ASSISTANCE PROGRAM
Self-funded0 covered·0 carriers
Plan #539$0
CATERPILLAR INC. SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN FOR CERTAIN NON-REPRESENTED PERSONNEL
Unknown0 covered·0 carriers
Plan #545$0
CATERPILLAR INC. HEALTHCARE PLAN FOR SUPPLEMENTAL AND TEMPORARY EMPLOYEES
Self-funded0 covered·0 carriers
Plan #538$0
CATERPILLAR SERVICES GROUP WELFARE BENEFIT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $75.9M | 43.2% | |
| Life | $74.3M | 42.3% | |
| Short-term disability | $17.4M | 9.9% | |
| Health | $2.7M | 1.5% | |
| Dental | $2.7M | 1.5% | |
| Vision | $2.7M | 1.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | LSTDOth | $74.3M | 90.6% | 4 | 7 | 77,507 |
EIN 410451140 | Oth | $3.5M | 4.2% | 1 | 1 | 25,038 |
EIN 591031071 | HDVOth | $2.7M | 3.3% | 1 | 2 | 430 |
EIN 421338303 | Oth | $1.3M | 1.6% | 1 | 1 | 12,776 |
EIN 250687550 | Oth | $248K | 0.3% | 1 | 1 | 30,021 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | MINNEAPOLIS, MN | RELIASTAR LIFE INSURANCE COMPANY, ARAG INSURANCE COMPANY | $1.1M | $0 | $1.1M | 84.0% | 1 |
| AON CONSULTING INC | MINNEAPOLIS, MN | RELIASTAR LIFE INSURANCE COMPANY | $0 | $207K | $207K | 16.0% | 1 |
History & trajectory
11 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