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Sponsor portfolio

NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION

EIN 20-4821888-Latest filing 2025
Plans
2
Retirement
1
$91.4M assets
Welfare
1
$8.0M premiums
Participants
590
1401 H STREET NW, SUITE 410 - WASHINGTON, DC 20005404-780-9607
Plans on this EIN
2 filings
#002401k-$91.4M - 325 part#501Fully Insured-$8.0M - 602 lives

Benefits portfolio analytics

1 plan / $8.0M premiums / 602 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.8M
  • Prescription drug$6.8M
  • Other$799K
  • Life$741K
  • Short-term disability$741K
  • Long-term disability$741K
  • +2 more
Total $8.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE0%
Total $8.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $239K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN

401k

Assets$91.4M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$8.0M
Covered lives602
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN401k$91.4M3252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$8.0M6022025
Retirement plans
Welfare plans
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