Sponsor portfolio

PJM INTERCONNECTION, LLC

EIN 23-2896884utilitiesLatest filing 2024

Plans

Retirement

$728.3M assets

Welfare

$19.8M premiums

Participants

2,699

2750 MONROE BLVD - AUDUBON, PA 19403610-666-8800pjm.comLinkedIn501-1000 employeesutilities

Plans on this EIN

3 filings

#002401k-$498.1M - 1,071 part #001TraditionalDB-$230.2M - 606 part #501Mixed-$19.8M - 2,365 lives

Retirement portfolio analytics

2 plans aggregated / $728.3M assets / 1,677 participants

Assets by plan

Share of aggregate retirement assets

68%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

68%top

(Not disclosed)68%
FIDELITY INVESTMENTS INSTITUTIONAL32%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $19.8M premiums / 2,365 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$14.0M
Prescription drug$3.6M
Dental$1.3M
Life$551K
Other$551K
Long-term disability$192K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

90%top

BLUE CROSS OF CALIFORNIA90%
METROPOLITAN LIFE INSURANCE COMPANY7%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
LIFE INSURANCE COMPANY OF NORTH AMERICA0%

Broker market share

Schedule A broker compensation

Single broker

100%top

WILLIS TOWERS WATSON US LLC100%

Plan deep-dives

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

Retirement#002

SAVINGS PLAN OF PJM INTERCONNECTION, L.L.C.

401k

Assets$498.1M

Participants1,071

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001