# Citigroup INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/citigroup-inc-521568099-505

> Citigroup INC.'s Health & Welfare plan: 56,757 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kpmg-llp) — 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|

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