Capital Group Companies, 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, Capital Group Companies, Inc. (EIN 86-0206507) is a plan sponsor located in Los Angeles, CA with 1 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
- 86-0206507
- Location
- Los Angeles, CA
- Loaded plans
- 5
- Total reported participants
- 21,687
- Total reported plan assets (EOY)
- $7,068,377,698
- Plans with financial data
- 2
- Plans with provider compensation
- 3
- 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 |
|---|---|---|---|---|
| Capital Retirement Savings Plan | 002 | 12,111 | $7,067,430,633 | 2023 |
| The Health And Welfare Benefits Plan For The Retirees Of The Capital Group Companies | 511 | 277 | $947,065 | 2023 |
| Group Life And Medical Insurance Plan For Employees Of The Capital Group Companies, Inc. | 501 | 9,269 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Company | 502 | 30 | not reported in the loaded dataset | 2023 |
| Severance Pay Plan For Us Associates Of The Capital Group Companies, Inc. And Participating Us Affiliates | 520 | 0 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Group Life And Medical Insurance Plan For Employees Of The Capital Group Companies, Inc. | 9,269 | C | 20240722170556NAL0010869857001 |
| 2023 | Severance Pay Plan For Us Associates Of The Capital Group Companies, Inc. And Participating Us Affiliates | 0 | — | 20240722171201NAL0010878033001 |
| 2023 | Cigna Health And Life Insurance Company | 30 | — | 20240722174737NAL0010934481001 |
| 2023 | The Health And Welfare Benefits Plan For The Retirees Of The Capital Group Companies | 277 | H, C | 20241014125305NAL0013307363001 |
| 2023 | Capital Retirement Savings Plan | 12,111 | H, C | 20250321005622NAL0005520851001 |