Equifax, Inc.
Overview
Equifax, Inc. sponsors a self-funded health plan that covered 5,177 participants in plan year 2024. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 5,177
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Equifax Inc. Major Medical Plan, plan 503 (5,177 participants); Equifax Retiree Healthcare Program, plan 517 (462 participants)
- Stop-loss carrier
- Sun Life Assurance Company of Canada
- Broker compensation
- $545K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Life, Short-term disability, Leave Services, Long-term disability | 7,142 | $4.3M | $424K |
| Sun Life Assurance Company of Canada | Stop-loss | 5,035 | $2.5M | $116K |
| Eyemed Vision Care on Behalf of the Fidelity Security Life Ins Company | Vision | 9,217 | $607K | $89 |
| Cigna Health and Life Insurance Company and Affiliates | Dental, HMO | 1,302 | $352K | — |
| ComPsych Corporation | Employee Assistance Program | 7,370 | $145K | — |
| National Union Fire Ins. Co. of Pittsburgh, PA | Accidental Death & Dismemberment | 7,284 | $33K | $5K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 5,177 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Equifax, Inc.
- Sponsor EIN
- 58-0401110
- Plan numbers
- 503, 517
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 58-0401110 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Equifax Inc. 401k Plan
- Type
- 401(k) plan
- Participants
- 10,302
About this data
Source: Equifax, Inc.'s Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Equifax, Inc..


