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Sponsor portfolioWelfare / HealthEIN 56-0939887
TRUIST FINANCIAL CORPORATION
214 N. TRYON STREET · CHARLOTTE, NC 28202
8007162455
- Plans filed
- 10
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$49.3M
No prior year
Persons covered
116,745
No prior year
Total participants
92,579
No prior year
Plans filed
10
No prior year
Plans under this sponsor
10 plans
Plan #507$46.9M
GROUP PROTECTION PLAN FOR EMPLOYEES OF TRUIST FINANCIAL CORPORATION
Fully insured77,185 covered·2 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #508$40.1M
TRUIST FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN
Mixed52,416 covered·4 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #512$13.8M
SUNTRUST BANKS, INC. EMPLOYEE BENEFIT PLAN
Mixed23,727 covered·9 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF GEORGIA
Plan #517$9.2M
TRUIST FINANCIAL CORPORATION RETIREE LIFE PLAN
Fully insured7,352 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #516$3.5M
TRUIST FINANCIAL CORPORATION RETIREE HEALTH CARE PLAN
Mixed0 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #506$0
GROUP BUSINESS TRAVEL ACCIDENT INSURANCE PLAN FOR EMPLOYEES AND DIRECTORS OF TRUIST FINANCIAL CORPORATION
Fully insured56,977 covered·1 carrier
Primary: HARTFORD FIRE INSURANCE COMPANY
Plan #511$0
GENERAL SEVERANCE PLAN FOR EMPLOYEES OF TRUIST FINANCIAL CORPORATION AND AFFILIATES
Self-funded0 covered·0 carriers
Plan #515$0
TRUIST FINANCIAL CORPORATION RETIREE HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN
Unknown0 covered·0 carriers
Plan #514$0
TRUIST FINANCIAL CORPORATION SUBSIDIARY HEALTH REIMBURSEMENT ARRANGEMENT (HRA) PLAN
Unknown0 covered·0 carriers
Plan #509$0
TRUIST FINANCIAL CORPORATION FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $41.7M | 51.0% | |
| Long-term disability | $32.5M | 39.7% | |
| Other | $7.6M | 9.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060383750 | LLTDOth | $43.1M | 87.4% | 3 | 4 | 116,745 |
EIN 042381280 | Oth | $5.8M | 11.7% | 1 | 4 | 8,926 |
EIN 363739783 | Oth | $455K | 0.9% | 1 | 1 | 39,173 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | HARTFORD LIFE AND ACCIDENT, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $2.3M | $644K | $2.9M | 100.0% | 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