Plan Snapshot
- Plan Sponsor: Citigroup INC.
- Sponsor EIN: 521568099
- Sponsor Address: 750 WASHINGTON BLVD 7TH FLOOR, STAMFORD, CT, 06901
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 56,757
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 56,757 | $5.5M | $15.1M | $45.2M |
| 2023 | 60,272 | $5.5M | $15.5M | $45.6M |
| 2022 | 58,873 | $5.4M | $14.7M | $42.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KPMG | Auditor | $110,476 | — | $110,476 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $9,897 | — | $9,897 |
| TRIPLE S | Other Service Provider | $8,840 | — | $8,840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,213
- Estimated Expense Ratio: 2.366% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $129,619 | — | $19,143 | $110,476 | — |
| 2023 | $130,353 | — | $23,082 | $107,271 | — |
| 2022 | $123,984 | — | $26,006 | — | $97,978 |