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  2. ALLIANCE FOR ENERGY INNOVATION, LLC
Sponsor portfolioTH

ALLIANCE FOR ENERGY INNOVATION, LLC

EIN 26-1939342-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$1.06B assets
Welfare
1
$56.0M premiums
Participants
13,821
15013 DENVER WEST PARKWAY, MAIL STOP RSF024 - GOLDEN, CO 80401303-275-3000
Plans on this EIN
3 filings
#002403b-$625.1M - 5,226 part#005TraditionalDB-$435.5M - 5,033 part#501Fully Insured-$56.0M - 4,915 lives

Retirement portfolio analytics

2 plans aggregated / $1.06B assets / 10,259 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • 403(B) EMPLOYEE Savings (#002)59%
  • SHARED SECURITY PENSION (#005)41%
Total $1.06BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) EMPLOYEE Savings (#002)5,226
  • SHARED SECURITY PENSION (#005)5,033
Total 10,259Click row to drill in

Benefits portfolio analytics

1 plan / $56.0M premiums / 4,915 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$50.4M
  • Prescription drug$50.4M
  • Vision$39.6M
  • Dental$2.4M
  • Other$1.8M
  • Long-term disability$1.2M
  • +1 more
Total $56.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.70%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • DELTA DENTAL OF CALIFORNIA4%
  • STANDARD INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • +3 more
Total $56.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MERCER HEALTH AND BENEFITS, LLC94%
  • AON CONSULTING INC5%
  • CUSTOM BENEFIT PROGRAMS INC1%
Total $339K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NREL 403(B) EMPLOYEE SAVINGS PLAN

403b

Assets$625.1M
Participants5,226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

NATIONAL LABORATORY OF THE ROCKIES SHARED SECURITY PENSION PLAN

TraditionalDB

Assets$435.5M
Participants5,033
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NREL HEALTH AND WELFARE WRAP PLAN

Fully Insured - ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.

Premiums$56.0M
Covered lives4,915
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NREL 403(B) EMPLOYEE SAVINGS PLAN403b$625.1M5,2262024
005NATIONAL LABORATORY OF THE ROCKIES SHARED SECURITY PENSION PLANTraditionalDB$435.5M5,0332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NREL HEALTH AND WELFARE WRAP PLANFully InsuredROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.$56.0M4,9152024
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