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Sponsor portfolioTH

EDISON ELECTRIC INSTITUTE

EIN 13-0659550-utilities-Latest filing 2025
Plans
5
Retirement
2
$232.0M assets
Welfare
3
$4.1M premiums
Participants
1,024
701 PENNSYLVANIA AVENUE, NW - WASHINGTON, DC 200042608202-508-5000eei.orgLinkedIn51-200 employeesutilities
Plans on this EIN
5 filings
#001TraditionalDB-$129.5M - 336 part#002401k-$102.5M - 312 part#501Fully Insured-$3.3M - 144 lives#508Fully Insured-$883K - 92 lives#510Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $232.0M assets / 648 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • EDISON ELECTRIC INSTITUTE (#001)56%
  • INSTITUTE COOPERATIVE Savings (#002)44%
Total $232.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • (Not disclosed)56%
  • THE VANGUARD GROUP, INC.44%
Total $232.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EDISON ELECTRIC INSTITUTE (#001)336
  • INSTITUTE COOPERATIVE Savings (#002)312
Total 648Click row to drill in

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
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $28K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

TraditionalDB

Assets$129.5M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN

401k

Assets$102.5M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP INSURED PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

THE EDISON ELECTRIC INSTITUTE RETIREE MEDICAL AND LIFE INSURANCE PLAN

Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.

Premiums$883K
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE EDISON ELECTRIC INSTITUTE RETIREE HEALTH REIMBURSEMENT ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTETraditionalDB$129.5M3362024
002EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN401k$102.5M3122024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP INSURED PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTEFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.3M1442025
508THE EDISON ELECTRIC INSTITUTE RETIREE MEDICAL AND LIFE INSURANCE PLANFully InsuredSIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.$883K922025
510THE EDISON ELECTRIC INSTITUTE RETIREE HEALTH REIMBURSEMENT ACCOUNT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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