Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolioTH
LG&E AND KU ENERGY LLC
EIN 20-0523163utilitiesLatest filing 2024
Plans
3
Retirement
2
$2.04B assets
Welfare
1
$4.3M premiums
Participants
10,415
2701 EASTPOINT PARKWAY - LOUISVILLE, KY 40223502-627-2000lge-ku.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.04B assets / 7,842 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.3M premiums / 3,250 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Stop-loss$300K
Carrier market share
Premium dollars by Schedule A carrier
93%top
- HUMANA INSURANCE COMPANY93%
- ANTHEM LIFE INSURANCE COMPANY7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
LG&E AND KU PENSION PLAN
TraditionalDB
Assets$1.02B
Participants4,271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
LG&E AND KU SAVINGS PLAN
401k
Assets$1.02B
Participants3,571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
LG&E AND KU RETIREE MEDICAL CONTINUATION PLAN
Fully Insured - HUMANA INSURANCE COMPANY-MEDICARE
Premiums$4.3M
Covered lives3,250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | LG&E AND KU PENSION PLAN | TraditionalDB | $1.02B | 4,271 | 2024 | |
| 005 | LG&E AND KU SAVINGS PLAN | 401k | $1.02B | 3,571 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | LG&E AND KU RETIREE MEDICAL CONTINUATION PLAN | Fully Insured | HUMANA INSURANCE COMPANY-MEDICARE | $4.3M | 3,250 | 2024 |
Retirement plans
Welfare plans