Aetna 401(k) and pension plans

Aetna Inc., Hartford, CT. EIN 23-2229683. Annual reports 2009–2024. Also filed as Aetna Inc.

Aetna Inc. has one active retirement plan on file, the Retirement Plan for Employees of Aetna Inc., with 49,504 participants and $5.2 billion in assets in 2024. Alight has been its administrator since 2009.

Active plans
1
Participants
49,504
Plan assets
$5.2 billion
Administered by
Alight
Plans on file
3
Industry
Finance and insurance

All 3 plans

Active plans first

Retirement Plan for Employees of Aetna Inc.

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 23-2229683
Participants (2024)
49,504
Net assets (2024)
$5.2 billion
Administered by
Alight2009–2024
Plan administrator
Aetna Inc.
151 Farmington Ave., Rtaa
Hartford, CT 06156
(888) 694-7287As filed for 2024
In effect since
January 1, 1955
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202449,504$5.2 billionAlight
202350,903$5.4 billionAlight
202252,106$5.3 billionAlight
202153,671$6.7 billionAlight
202055,789$6.8 billionAlight
201957,145$6.4 billionAlight
201858,482$5.7 billionAlight
201760,505$6.3 billionAlight
201662,757$5.9 billionAlight
201564,201$5.8 billionAlight
201465,982$6.1 billionAlight
201373,668$6.2 billionAlight
201274,863$5.9 billionAlight
201176,223$5.4 billionAlight
201078,077$5.3 billionAlight
200978,910$4.9 billionAlight

Aetna 401(k) Plan

401(k) with ESOPMerged

Merged. In 2019 its assets moved to the CVS Health Future Fund 401(k) Plan, sponsored by CVS Health Corporation (EIN 05-0494040, plan 017). Accounts moved with them, so that plan is the one to contact.

Plan number
004Employer EIN 23-2229683
Participants (2018)
73,922
Net assets (2018)
$8.1 billion
Last listed recordkeeper
Voya2009–2012
Plan administrator
Aetna Inc.
151 Farmington Avenue, Reag
Hartford, CT 06156
(800) 238-6247As filed for 2019
In effect since
September 1, 1972

Plans merged into this one: Aetna Affiliate 401(k) Plan (2015); Coventry Health Care, Inc. Retirement Savings Plan (2014).

Year by year, 2009 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0not listed
201873,922$8.1 billionnot listed
201772,891$8.6 billionnot listed
201670,172$7.5 billionnot listed
201570,256$6.8 billionnot listed
201468,837$6.5 billionnot listed
201349,334$5.1 billionnot listed
201249,325$4.4 billionVoya
201149,234$4.0 billionVoya
201049,508$3.7 billionVoya
200950,837$3.4 billionVoya

Aetna Affiliate 401(k) Plan

401(k) with ESOPMerged

Merged. In 2015 its assets moved to the Aetna 401(k) Plan, sponsored by Aetna Inc. (EIN 23-2229683, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number
005Employer EIN 23-2229683
Participants (2014)
2,151
Net assets (2014)
$78.3 million
Plan administrator
Aetna Inc.
151 Farmington Avenue, Reag
Hartford, CT 06156
(800) 238-6247As filed for 2015
In effect since
January 1, 2013

Plans merged into this one: Prodigy Health Group, Inc. 401(k) Savings Plan (2013).

Year by year, 2013 to 2015
Plan yearParticipantsNet assetsRecordkeeper
20150$0not listed
20142,151$78.3 millionnot listed
20132,075$69.1 millionnot listed

If you had money in one of these plans

  1. Call Alight (alight.com), which runs the Retirement Plan for Employees of Aetna Inc.. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((888) 694-7287). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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