Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Edison Electric Institute
EIN 13-0659550utilitiesLatest filing 2025
Plans
5
Retirement
2
$240.4M assets
Health & Benefits
3
$4.1M premiums
Participants
1,010
701 PENNSYLVANIA AVE. NW - WASHINGTON, DC 200042696202-508-5000eei.orgLinkedIn51-200 employeesutilities
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $240.4M assets / 634 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$136.1M
- THE VANGUARD GROUP, INC.$104.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $4.1M premiums / 236 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Prescription drug$3.8M
- Dental$3.0M
- Other$291K
- Life$273K
- Long-term disability$167K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE
Traditional DB
Assets$136.1M
Participants328
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN
401(k)
Assets$104.3M
Participants306
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GROUP INSURED PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.3M
Covered lives144
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508
THE EDISON ELECTRIC INSTITUTE RETIREE MEDICAL AND LIFE INSURANCE PLAN
Fully insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.
Premiums$883K
Covered lives92
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
THE EDISON ELECTRIC INSTITUTE RETIREE HEALTH REIMBURSEMENT ACCOUNT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE | Traditional DB | $136.1M | 328 | 2025 |
| #002 | EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN | 401(k) | $104.3M | 306 | 2025 |
- #001 · Traditional DB · 2025328
- #002 · 401(k) · 2025306
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GROUP INSURED PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.3M | 144 | 2025 |
| #508 | THE EDISON ELECTRIC INSTITUTE RETIREE MEDICAL AND LIFE INSURANCE PLAN | Fully insured | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | $883K | 92 | 2025 |
| #510 | THE EDISON ELECTRIC INSTITUTE RETIREE HEALTH REIMBURSEMENT ACCOUNT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025144
- #508 · Fully insured · SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. · 202592
- #510 · Self-funded · 20250
Retirement plans
Health & Benefits plans