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Sponsor portfolio

EDISON

EIN 13-3867443-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$2.95B assets
Welfare
1
$80.0M premiums
Participants
67,464
1185 AVENUE OF THE AMERICAS, 3RD FLOOR - NEW YORK, NY 10036646-653-7026
Plans on this EIN
3 filings
#333401k-$2.95B - 42,129 part#001401k-$93K - 4 part#501Fully Insured-$80.0M - 31,968 lives

Retirement portfolio analytics

2 plans aggregated / $2.95B assets / 42,133 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • TRINET SELECT 401(K) (#333)100%
  • EDISON 401(K) (#001)0%
Total $2.95BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRINET SELECT 401(K) (#333)42,129
  • EDISON 401(K) (#001)4
Total 42,133Click row to drill in

Benefits portfolio analytics

1 plan / $80.0M premiums / 31,968 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$33.3M
  • Dental$27.3M
  • Other$9.7M
  • Life$9.6M
  • Short-term disability$7.3M
  • Long-term disability$7.3M
  • +1 more
Total $80.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • METROPOLITAN LIFE INSURANCE COMPANY47%
  • UNITEDHEALTHCARE INSURANCE COMPANY36%
  • DELTA DENTAL OF CALIFORNIA8%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • VISION SERVICE PLAN3%
  • +3 more
Total $80.0M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $87K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

TRINET SELECT 401(K) PLAN

401k

Assets$2.95B
Participants42,129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EDISON 401(K) PLAN

401k

Assets$93K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRINET HR IV, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$80.0M
Covered lives31,968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333TRINET SELECT 401(K) PLAN401k$2.95B42,1292024
001EDISON 401(K) PLAN401k$93K42024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRINET HR IV, LLC EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$80.0M31,9682024
Retirement plans
Welfare plans
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