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Original filing (PDF)20251015100419NAL0004254737001
THE PNC FINANCIAL SERVICES GROUP, INC.
Form 5500
FILING_RECEIVED
THE PNC FINANCIAL SERVICES GROUP, INC. RETIREE HEALTH CARE REIMBURSMENT AND LIFE INSURANCE PLAN
Health & welfare plan
Signals · 1
8 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$261.0M
Net assets (EOY)
$41.2M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 58 bps in Schedule C fees — 479% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PNC FINANCIAL SERVICES GROUP, INC..
Plan sponsor
Name
THE PNC FINANCIAL SERVICES GROUP, INC.
EIN
25-1435979
Address
249 FIFTH AVENUE · 21ST FLOOR, P-1-POPP-21-B · PITTSBURGH, PA · 15222
Phone
(412) 807-6258
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
531
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXTEND HEALTH, INC | — | WALNUT CREEK, CA | NONE | $474K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $366K | — |
| HIGHMARK | 54-1637426 | — | NONE | $338K | — |
| BLACKROCK | 94-3112180 | — | NONE | $231K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $45K | — |
| AETNA | 23-2710210 | — | NONE | $36K | — |
| CAREMARK | — | WOONSOCKET, RI | NONE | $12K | — |
| CAMBRIDGE | — | FAIRFIELD, IA | NONE | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.