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  2. ESSENTIAL UTILITIES, INC.
Sponsor portfolioTH

ESSENTIAL UTILITIES, INC.

EIN 23-1702594-Utilities-Latest filing 2024
Plans
4
Retirement
2
$923.2M assets
Welfare
2
$10.0M premiums
Participants
11,681
762 WEST LANCASTER AVENUE - BRYN MAWR, PA 190103489610-525-1400
Plans on this EIN
4 filings
#005401k-$623.8M - 4,094 part#001TraditionalDB-$299.4M - 2,052 part#502Fully Insured-$6.5M - 5,135 lives#507Mixed-$3.5M - 5,135 lives

Retirement portfolio analytics

2 plans aggregated / $923.2M assets / 6,146 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • UTILITIES, INC. 401(K) (#005)68%
  • UTILITIES, INC. PENSION (#001)32%
Total $923.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UTILITIES, INC. 401(K) (#005)4,094
  • UTILITIES, INC. PENSION (#001)2,052
Total 6,146Click row to drill in

Benefits portfolio analytics

2 plans / $10.0M premiums / 10,270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$4.6M
  • Life$3.3M
  • Other$1.8M
  • Vision$787K
  • Long-term disability$722K
  • Health$271K
Total $10.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA44%
  • DELTA DENTAL OF CALIFORNIA39%
  • VISION SERVICE PLAN8%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • +2 more
Total $10.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • CAPITAL MANAGEMENT ENTERPRISES43%
  • CME BENEFIT CONSULTING34%
  • CONNER STRONG & BUCKELEW22%
  • MERCER HEALTH AND BENEFITS, LLC1%
  • C2 CENTRIC LLC0%
  • +1 more
Total $714K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

ESSENTIAL UTILITIES, INC. 401(K) PLAN

401k

Assets$623.8M
Participants4,094
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ESSENTIAL UTILITIES, INC. PENSION PLAN

TraditionalDB

Assets$299.4M
Participants2,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BENEFIT PLAN FOR ACTIVE EMPLOYEES OF AQUA AMERICA, INC.

Fully Insured - DELTA DENTAL OF PENNSYLVANIA

Premiums$6.5M
Covered lives5,135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

ESSENTIAL UTILITIES, INC. RETIREE HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF PENNSYLVANIA

Premiums$3.5M
Covered lives5,135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005ESSENTIAL UTILITIES, INC. 401(K) PLAN401k$623.8M4,0942024
001ESSENTIAL UTILITIES, INC. PENSION PLANTraditionalDB$299.4M2,0522024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BENEFIT PLAN FOR ACTIVE EMPLOYEES OF AQUA AMERICA, INC.Fully InsuredDELTA DENTAL OF PENNSYLVANIA$6.5M5,1352024
507ESSENTIAL UTILITIES, INC. RETIREE HEALTH AND WELFARE PLANMixedDELTA DENTAL OF PENNSYLVANIA$3.5M5,1352024
Retirement plans
Welfare plans
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