Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EVERSOURCE ENERGY SERVICE COMPANY
EIN 06-0810627UtilitiesLatest filing 2024
Plans
6
Retirement
2
$9.81B assets
Welfare
4
$24.1M premiums
Participants
60,498
Retirement portfolio analytics
2 plans aggregated / $9.81B assets / 32,354 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $24.1M premiums / 17,204 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$17.1M
- Long-term disability$5.2M
- Stop-loss$1.7M
Carrier market share
Premium dollars by Schedule A carrier
71%top
- SECURIAN LIFE INSURANCE COMPANY71%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
Broker market share
Schedule A broker compensation
54%top
- ENROLLEASE54%
- BROWN AND BROWN OF FLORIDA, INC.46%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
EVERSOURCE PENSION PLAN
TraditionalDB
Assets$5.76B
Participants17,796
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
EVERSOURCE 401K PLAN
ESOP
Assets$4.05B
Participants14,558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525
EVERSOURCE FLEXIBLE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$15.1M
Covered lives10,210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
EVERSOURCE GROUP HEALTH AND WELFARE RETIREE BENEFIT PLAN
Mixed - MINNESOTA LIFE INSURANCE COMPANY
Premiums$9.0M
Covered lives6,994
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
EVERSOURCE SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523
EVERSOURCE MED-VANTAGE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | EVERSOURCE PENSION PLAN | TraditionalDB | $5.76B | 17,796 | 2024 | |
| 005 | EVERSOURCE 401K PLAN | ESOP | $4.05B | 14,558 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 525 | EVERSOURCE FLEXIBLE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15.1M | 10,210 | 2024 | |
| 510 | EVERSOURCE GROUP HEALTH AND WELFARE RETIREE BENEFIT PLAN | Mixed | MINNESOTA LIFE INSURANCE COMPANY | $9.0M | 6,994 | 2024 | |
| 513 | EVERSOURCE SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 523 | EVERSOURCE MED-VANTAGE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans