Citigroup Life Insurance Benefits 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 Life Insurance Benefits Plan is a benefit plan reported by Citigroup Inc. under EIN 52-1568099 and plan number 506. The latest loaded filing year is 2023. The filing reports 77,808 participants and $85,666,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Citigroup Inc.
EIN
52-1568099
Plan number
506
Plan type
2
Location
Stamford, CT
Latest filing year
2023
Participants
77,808
End-of-year plan assets
$85,666,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202377,808H, C20241015090512NAL0048591408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,666,948
Total liabilities (EOY)
$1,865,796
Net assets (EOY)
$83,801,152
Net assets (BOY)
$92,692,972

Income & contributions

Employer contributions
$11,220,293
Participant contributions
$34,470,896
Total contributions
$45,691,189
Total income / additions
$50,238,969

Expenses & distributions

Benefits paid
$58,882,228
Administrative expenses
$248,561
Total expenses
$59,130,789
Net increase / (decrease)
-$8,891,820

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
KpmgNONE$159,980not reported in the loaded dataset2023
Mellon Investments CorporationNONE$72,645not reported in the loaded dataset2023
Bank Of New York MellonNONE$14,436$02023

Related Form 5500 pages