Back to filter
Original filing (PDF)20250915134650NAL0000756067001
AFLAC INCORPORATED
Form 5500
FILING_RECEIVED
AFLAC INCORPORATED PENSION PLAN
Defined-benefit pension plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
502
Accounts w/ balance
0
Plan assets (EOY)
$440.3M
Net assets (EOY)
$439.9M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Long-term Investment-grade Fund Admiral" is 37% of plan.
- 57 bps in Schedule C fees — 473% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFLAC INCORPORATED.
Plan sponsor
Name
AFLAC INCORPORATED
EIN
58-1167100
Address
1932 WYNNTON ROAD · COLUMBUS, GA · 31999
Phone
(706) 323-3431
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0275641 | — | NONE | $2.4M | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $101K | — |
| US BANK | 31-0841368 | — | NONE | $70K | — |
Investments
4 direct securities· $440.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long-term Investment-grade Fund Admiral | — | — | $198.4M | $164.6M | 37.4% | |
| Vanguard Long-term Treasury Fund Admiral | — | — | $159.0M | $150.3M | 34.1% | |
| Vanguard Intermediate Term Inv Grade Fund Admiral | — | — | $121.5M | $121.4M | 27.6% | |
| First Am Treasury Ob Fund | — | — | $4.0M | $4.0M | 0.9% |