2023 Form 5500 filing — Citigroup Health Benefit Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015090334NAL0029082689001) for Citigroup Health Benefit Plan, reported by Citigroup Inc. under EIN 52-1568099 and plan number 508. It reports 70,289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090334NAL0029082689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citigroup Inc.
- EIN
- 52-1568099
- Plan number
- 508
- Location
- Stamford, CT
- Participants
- 70,289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,154,047
- Total liabilities (EOY)
- $129,622,282
- Net assets (EOY)
- -$64,468,235
- Employer contributions
- $666,569,042
- Participant contributions
- $308,355,097
- Total income / additions
- $975,238,774
- Benefits paid
- $949,039,832
- Administrative expenses
- $46,636,393
- Total expenses
- $995,676,225
- Net increase / (decrease)
- -$20,437,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $22,366,336 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $18,285,358 | not reported in the loaded dataset |
| Cvs | NONE | $5,677,468 | not reported in the loaded dataset |
| Kpmg | NONE | $215,074 | not reported in the loaded dataset |
| Triple S Inc | NONE | $83,999 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $8,158 | not reported in the loaded dataset |