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Sponsor portfolioTH

ELECTRIC POWER RESEARCH INSTITUTE, INC.

EIN 23-7175375-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
4
Retirement
1
$605.1M assets
Welfare
3
$2.8M premiums
Participants
4,342
3420 HILLVIEW AVE - PALO ALTO, CA 94304650-855-2000
Plans on this EIN
4 filings
#006401k-$605.1M - 1,844 part#501Mixed-$2.8M - 1,265 lives#508Self Funded-0 lives#509Self Funded-0 lives

Benefits portfolio analytics

3 plans / $2.8M premiums / 1,265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Life$999K
  • Other$869K
  • Long-term disability$468K
  • Vision$232K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA43%
  • VISION SERVICE PLAN8%
  • HEALTH ADVOCATE SOLUTIONS, INC.3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $56K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN

401k

Assets$605.1M
Participants1,844
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ELECTRIC POWER RESEARCH INSTITUTE EPRI GROUP WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$2.8M
Covered lives1,265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

ELECTRIC POWER RESEARCH INSTITUTE SELF INSURED TEMPORARY DISABILITY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

EPRI RETIREE MEDICAL PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN401k$605.1M1,8442024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ELECTRIC POWER RESEARCH INSTITUTE EPRI GROUP WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC$2.8M1,2652024
508ELECTRIC POWER RESEARCH INSTITUTE SELF INSURED TEMPORARY DISABILITY BENEFIT PLANSelf Funded-$002024
509EPRI RETIREE MEDICAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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