Back to filter
Original filing (PDF)20250523143015NAL0005902960001
CITIGROUP INC.
Form 5500
FILING_RECEIVED
CITIGROUP DISABILITY PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
72,259
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITIGROUP INC..
Plan sponsor
Name
CITIGROUP INC.
EIN
52-1568099
Address
750 WASHINGTON BLVD 8TH FLOOR · STAMFORD, CT · 06901
Phone
(718) 248-1017
Industry
Finance & Insurancesee all
Plan administrator
Name
PLANS ADMINISTRATION COMMITTEE OF CITIGROUP INC.
EIN
52-1568099
City
LINCOLNSHIRE, IL
Phone
(800) 881-3938
Plan characteristics
Plan number
530
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-23
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
Related plans
Similar-size Finance & Insurance plans
KENSINGTON CA, LLC
KENSINGTON CA 401(K) PROFIT SHARING PLAN
$0
PASCOADVISERS
PASCOADVISERS 401(K) PLAN
$0
ABELEE INC
ABELEE INC 401(K)
$0
LZC INVESTMENTS LLC
LZC INVESTMENTS LLC 401(K) PLAN
$0
NEWSTREAM CAPITAL PARTNERS
NEWSTREAM CAPITAL PARTNERS 401(K) PLAN
$0
PROPELLER, INC.
PROPELLER, INC. RETIREMENT SAVINGS PLAN
$0
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B