Citigroup Health Benefit Plan — Form 5500 plan (Citigroup Inc.)
Plain-English plan 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, Citigroup Health Benefit Plan is a benefit plan reported by Citigroup Inc. under EIN 52-1568099 and plan number 508. The latest loaded filing year is 2023. The filing reports 70,289 participants and $65,154,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citigroup Inc.
- EIN
- 52-1568099
- Plan number
- 508
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 70,289
- End-of-year plan assets
- $65,154,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70,289 | H, C | 20241015090334NAL0029082689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,154,047
- Total liabilities (EOY)
- $129,622,282
- Net assets (EOY)
- -$64,468,235
- Net assets (BOY)
- -$44,030,784
Income & contributions
- Employer contributions
- $666,569,042
- Participant contributions
- $308,355,097
- Total contributions
- $974,924,139
- Total income / additions
- $975,238,774
Expenses & distributions
- Benefits paid
- $949,039,832
- Administrative expenses
- $46,636,393
- Total expenses
- $995,676,225
- Net increase / (decrease)
- -$20,437,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $22,366,336 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $18,285,358 | not reported in the loaded dataset | 2023 |
| Cvs | NONE | $5,677,468 | not reported in the loaded dataset | 2023 |
| Kpmg | NONE | $215,074 | not reported in the loaded dataset | 2023 |
| Triple S Inc | NONE | $83,999 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $8,158 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citigroup Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Anthem Insurance Companies, Inc. — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Cvs — Schedule C compensation
- Kpmg — Schedule C compensation
- Triple S Inc — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation