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PPL SERVICES CORPORATION

EIN 23-3041441-Utilities-Latest filing 2025
Plans
15
Retirement
7
$3.55B assets
Welfare
8
$14.9M premiums
Participants
36,238
645 HAMILTON STREET, SUITE 601 - ALLENTOWN, PA 18101610-774-5151LinkedIn5001-10000 employees
Plans on this EIN
15 filings
#001TraditionalDB-$1.46B - 6,073 part#005401k-$617.8M - 1,216 part#010CashBalance-$570.0M - 2,157 part#003401k-$299.1M - 1,071 part#060401k-$274.1M - 2,165 part#009401k-$211.7M - 1,357 part#002ESOP-$115.3M - 3,461 part#501Mixed-$6.1M - 5,061 lives#551Mixed-$3.5M - 6,406 lives#561Mixed-$1.5M - 1,131 lives#522Fully Insured-$1.4M - 2,567 lives#525Fully Insured-$1.3M - 0 lives#523Fully Insured-$1.1M - 2,266 lives#520Self Funded-0 lives#521Self Funded-0 lives

Retirement portfolio analytics

7 plans aggregated / $3.55B assets / 17,500 participants

Assets by plan

Share of aggregate retirement assets

41%top
  • PPL RETIREMENT PLAN (#001)41%
  • PPL DEFERRED Savings (#005)17%
  • ENERGY RETIREMENT PLAN (#010)16%
  • PPL EMPLOYEE Savings (#003)8%
  • PPL RETIREMENT Savings (#060)8%
  • +2 more
Total $3.55BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PPL RETIREMENT PLAN (#001)6,073
  • EMPLOYEE STOCK OWNERSHIP (#002)3,461
  • PPL RETIREMENT Savings (#060)2,165
  • ENERGY RETIREMENT PLAN (#010)2,157
  • RETIREMENT READINESS PLAN (#009)1,357
  • PPL DEFERRED Savings (#005)1,216
  • +1 more
Total 17,500Click row to drill in

Benefits portfolio analytics

8 plans / $14.9M premiums / 17,431 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$7.3M
  • Other$4.7M
  • Long-term disability$4.1M
  • Health$2.0M
  • Vision$1.2M
Total $14.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • METROPOLITAN LIFE INSURANCE COMPANY54%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY28%
  • BLUE CROSS OF CALIFORNIA9%
  • VISION SERVICE PLAN8%
  • ARAG INSURANCE COMPANY1%
Total $14.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • WILLIS TOWERS WATSON US LLC54%
  • CUSTOM BENEFIT PROGRAMS INC39%
  • AON CONSULTING INC5%
  • ALIGHT SOLUTIONS2%
Total $812K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PPL RETIREMENT PLAN

TraditionalDB

Assets$1.46B
Participants6,073
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

PPL DEFERRED SAVINGS PLAN

401k

Assets$617.8M
Participants1,216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

RHODE ISLAND ENERGY RETIREMENT PLAN

CashBalance

Assets$570.0M
Participants2,157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PPL EMPLOYEE SAVINGS PLAN

401k

Assets$299.1M
Participants1,071
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#060

PPL RETIREMENT SAVINGS PLAN

401k

Assets$274.1M
Participants2,165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

PPL RETIREMENT READINESS PLAN

401k

Assets$211.7M
Participants1,357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PPL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$115.3M
Participants3,461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$6.1M
Covered lives5,061
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#551

RHODE ISLAND ENERGY HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives6,406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#561

RHODE ISLAND ENERGY RETIREE HEALTH AND LIFE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$1.5M
Covered lives1,131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

PPL BARGAINING UNIT RETIREE GROUP LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives2,567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

PPL MANAGERS RETIREE GROUP LIFE INSURANCE PLAN II

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

PPL MANAGERS COMPENSATION PLAN RETIREE GROUP LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives2,266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

PPL MANAGERS COMPENSATION PLAN RETIREE HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

PPL BARGAINING UNIT RETIREE HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans7

Plan #NameTypeAssetsParticipantsLatest year
001PPL RETIREMENT PLANTraditionalDB$1.46B6,0732024
005PPL DEFERRED SAVINGS PLAN401k$617.8M1,2162024
010RHODE ISLAND ENERGY RETIREMENT PLANCashBalance$570.0M2,1572025
003PPL EMPLOYEE SAVINGS PLAN401k$299.1M1,0712024
060PPL RETIREMENT SAVINGS PLAN401k$274.1M2,1652024
009PPL RETIREMENT READINESS PLAN401k$211.7M1,3572024
002PPL EMPLOYEE STOCK OWNERSHIP PLANESOP$115.3M3,4612024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PPL EMPLOYEE GROUP HEALTH AND INSURANCE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$6.1M5,0612024
551RHODE ISLAND ENERGY HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.5M6,4062024
561RHODE ISLAND ENERGY RETIREE HEALTH AND LIFE PLANMixedBLUE CROSS BLUE SHIELD OF RHODE ISLAND$1.5M1,1312024
522PPL BARGAINING UNIT RETIREE GROUP LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.4M2,5672024
525PPL MANAGERS RETIREE GROUP LIFE INSURANCE PLAN IIFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.3M02024
523PPL MANAGERS COMPENSATION PLAN RETIREE GROUP LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.1M2,2662024
520PPL MANAGERS COMPENSATION PLAN RETIREE HEALTH PLANSelf Funded-$002024
521PPL BARGAINING UNIT RETIREE HEALTH PLANSelf Funded-$002024
Retirement plans
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