Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SPS NEW ENGLAND, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $51.6M | 189 | 2024 | |
| 002 | SPS NEW ENGLAND, INC. PROFIT SHARING/RETIREMENT PLAN | 401k | $42.6M | 368 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | SPS NEW ENGLAND INC. MEDICAL LIFE AND DISABILITY | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $14K | 208 | 2025 |