Citigroup Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 Inc. (EIN 52-1568099) is a plan sponsor located in Stamford, CT with 16 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 52-1568099
- Location
- Stamford, CT
- Loaded plans
- 16
- Total reported participants
- 1,066,486
- Total reported plan assets (EOY)
- $31,419,752,675
- Plans with financial data
- 5
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Citi Retirement Savings Plan | 004 | 126,179 | $20,653,030,659 | 2023 |
| The Citigroup Pension Plan | 020 | 129,539 | $10,610,367,002 | 2023 |
| Citigroup Life Insurance Benefits Plan | 506 | 77,808 | $85,666,948 | 2023 |
| Citigroup Health Benefit Plan | 508 | 70,289 | $65,154,047 | 2023 |
| Citigroup Dental Benefit Plan | 505 | 70,746 | $5,534,019 | 2023 |
| Citigroup Business Travel Accident/ Medical Plan | 510 | 239,132 | not reported in the loaded dataset | 2023 |
| Citigroup Separation Pay Plan | 522 | 75,858 | not reported in the loaded dataset | 2023 |
| Citigroup Disability Plan | 530 | 75,549 | not reported in the loaded dataset | 2023 |
| Citigroup Be Well Program | 521 | 75,490 | not reported in the loaded dataset | 2023 |
| Citigroup Vision Benefit Plan | 533 | 60,267 | not reported in the loaded dataset | 2023 |
| Citigroup Supplemental Medical Plans | 802 | 22,629 | not reported in the loaded dataset | 2023 |
| Citigroup Flexible Benefits Plan | 512 | 18,462 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Citi Health Reimbursement Arrangement (Hra) | 7,546 | — | 20240521111550NAL0001082307001 |
| 2023 | Citigroup Business Travel Accident/ Medical Plan | 239,132 | — | 20240521111709NAL0001083171001 |
| 2023 | Citigroup Disability Plan | 75,549 | — | 20240521112243NAL0001295507001 |
| 2023 | Citigroup Be Well Program | 75,490 | — | 20240521112535NAL0005225218001 |
| 2023 | Citigroup Flexible Benefits Plan | 18,462 | — | 20240521112636NAL0005228514001 |
| 2023 | Citigroup Legal Benefits Plan | 15,828 | — | 20240521112856NAL0001086707001 |
| 2023 | Citigroup Retiree Medical Benefit Plan | 1,038 | — | 20240521113026NAL0002577009001 |
| 2023 | Citigroup Separation Pay Plan | 75,858 | — | 20240521113106NAL0002577889001 |