PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SIEMENS ENERGY, INC.
Sponsor portfolio

SIEMENS ENERGY, INC.

EIN 13-3987280-staffing and recruiting-Latest filing 2024
Plans
5
Retirement
2
$4.49B assets
Welfare
3
$18.4M premiums
Participants
42,103
4400 N. ALAFAYA TRAIL - ORLANDO, FL 32826407-736-2000sfsi.netLinkedIn201-500 employeesstaffing and recruiting
Plans on this EIN
5 filings
#021401k-$3.96B - 15,538 part#022CashBalance-$531.7M - 7,638 part#521Mixed-$18.4M - 22,453 lives#523Self Funded-0 lives#525Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.49B assets / 23,176 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • ENERGY, INC. Savings (#021)88%
  • ENERGY, INC. PENSION (#022)12%
Total $4.49BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ALIGHT SOLUTIONS LLC100%
Total $4.49BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENERGY, INC. Savings (#021)15,538
  • ENERGY, INC. PENSION (#022)7,638
Total 23,176Click row to drill in

Benefits portfolio analytics

3 plans / $18.4M premiums / 22,453 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$9.3M
  • Long-term disability$4.6M
  • Vision$2.1M
  • Other$1.4M
  • Health$986K
  • Dental$984K
Total $18.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • HARTFORD LIFE AND ACCIDENT56%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • EYEMED VISION CARE11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • +1 more
Total $18.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • AON CONSULTING INC71%
  • CUSTOM BENEFIT PROGRAMS INC23%
  • ALIGHT SOLUTIONS6%
Total $311K3 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$3.96B
Participants15,538
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

SIEMENS ENERGY, INC. PENSION PLAN

CashBalance

Assets$531.7M
Participants7,638
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$18.4M
Covered lives22,453
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$3.96B15,5382024
022SIEMENS ENERGY, INC. PENSION PLANCashBalance$531.7M7,6382024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
521SIEMENS ENERGY, INC. GROUP INSURANCE AND FLEXIBLE BENEFITS PROGRAMMixedHARTFORD LIFE AND ACCIDENT$18.4M22,4532024
523SIEMENS ENERGY, INC. RETIREE HEALTH REIMBURSEMENT ACCOUNT PLANSelf Funded-$002024
525SIEMENS ENERGY, INC. INVOLUNTARY SEPARATION PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica