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  2. SIEMENS ENERGY, INC.
Sponsor portfolio

SIEMENS ENERGY, INC.

EIN 13-3987280-staffing and recruiting-Latest filing 2025
Plans
5
Retirement
2
$5.06B assets
Welfare
3
$17.9M premiums
Participants
43,547
4400 N. ALAFAYA TRAIL - ORLANDO, FL 32826407-736-2000sfsi.netLinkedIn201-500 employeesstaffing and recruiting
Plans on this EIN
5 filings
#021401k-$4.52B - 15,868 part#022CashBalance-$534.9M - 7,382 part#521Mixed-$17.9M - 23,853 lives#523Self Funded-0 lives#525Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $5.06B assets / 23,250 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • ENERGY, INC. Savings (#021)89%
  • ENERGY, INC. PENSION (#022)11%
Total $5.06BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ALIGHT SOLUTIONS LLC100%
Total $5.06BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENERGY, INC. Savings (#021)15,868
  • ENERGY, INC. PENSION (#022)7,382
Total 23,250Click row to drill in

Benefits portfolio analytics

3 plans / $17.9M premiums / 23,853 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$9.2M
  • Long-term disability$4.6M
  • Other$1.7M
  • Vision$1.3M
  • Health$1.1M
  • Dental$1.1M
Total $17.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • HARTFORD LIFE AND ACCIDENT58%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY26%
  • EYEMED VISION CARE7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • +1 more
Total $17.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • AON CONSULTING INC71%
  • CUSTOM BENEFIT PROGRAMS INC25%
  • ALIGHT SOLUTIONS5%
Total $475K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#021

SIEMENS ENERGY, INC. SAVINGS PLAN

401k

Assets$4.52B
Participants15,868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

SIEMENS ENERGY, INC. PENSION PLAN

CashBalance

Assets$534.9M
Participants7,382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#521

SIEMENS ENERGY, INC. GROUP INSURANCE AND FLEXIBLE BENEFITS PROGRAM

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$17.9M
Covered lives23,853
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

SIEMENS ENERGY, INC. RETIREE HEALTH REIMBURSEMENT ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

SIEMENS ENERGY, INC. INVOLUNTARY SEPARATION PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
021SIEMENS ENERGY, INC. SAVINGS PLAN401k$4.52B15,8682025
022SIEMENS ENERGY, INC. PENSION PLANCashBalance$534.9M7,3822025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
521SIEMENS ENERGY, INC. GROUP INSURANCE AND FLEXIBLE BENEFITS PROGRAMMixedHARTFORD LIFE AND ACCIDENT$17.9M23,8532025
523SIEMENS ENERGY, INC. RETIREE HEALTH REIMBURSEMENT ACCOUNT PLANSelf Funded-$002025
525SIEMENS ENERGY, INC. INVOLUNTARY SEPARATION PLANSelf Funded-$002025
Retirement plans
Welfare plans
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