Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TOTALENERGIES FINANCE USA, INC.
EIN 23-3060301ManufacturingLatest filing 2024
Plans
7
Retirement
4
$1.55B assets
Welfare
3
$6.3M premiums
Participants
20,114
PO BOX 4397 - HOUSTON, TX 772104397713-483-5305
Retirement portfolio analytics
4 plans aggregated / $1.55B assets / 9,871 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $6.3M premiums / 11,713 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.7M
- Life$3.5M
- Long-term disability$2.2M
- Vision$404K
Carrier market share
Premium dollars by Schedule A carrier
62%top
- METROPOLITAN LIFE INSURANCE COMPANY62%
- UNUM LIFE INSURANCE COMPANY OF AMERICA35%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- UNIMERICA INSURANCE COMPANY1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
97%top
- WILLIS TOWERS WATSON US LLC97%
- MERCER HEALTH AND BENEFITS, LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TOTALENERGIES FINANCE USA, INC. EMPLOYEE SAVINGS PLAN
401k
Assets$788.4M
Participants3,163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TOTALENERGIES FINANCE USA, INC. PENSION PLAN
TraditionalDB
Assets$637.0M
Participants4,389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
TOTALENERGIES FINANCE USA, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$122.0M
Participants2,298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TOTALENERGIES AMERICA GROUP SAVINGS PLAN A
MoneyPurchase
Assets$2.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOTALENERGIES AFFILIATES HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$6.2M
Covered lives9,336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
OCCUPATIONAL ACCIDENTAL DEATH
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$100K
Covered lives2,377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
TOTALENERGIES AFFILIATES RETIREE HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TOTALENERGIES FINANCE USA, INC. EMPLOYEE SAVINGS PLAN | 401k | $788.4M | 3,163 | 2024 | |
| 002 | TOTALENERGIES FINANCE USA, INC. PENSION PLAN | TraditionalDB | $637.0M | 4,389 | 2024 | |
| 005 | TOTALENERGIES FINANCE USA, INC. CASH BALANCE PENSION PLAN | CashBalance | $122.0M | 2,298 | 2024 | |
| 001 | TOTALENERGIES AMERICA GROUP SAVINGS PLAN A | MoneyPurchase | $2.8M | 21 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOTALENERGIES AFFILIATES HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $6.2M | 9,336 | 2024 | |
| 512 | OCCUPATIONAL ACCIDENTAL DEATH | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $100K | 2,377 | 2024 | |
| 502 | TOTALENERGIES AFFILIATES RETIREE HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans