PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  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
$1.16B assets
Welfare
1
$16.0M premiums
Participants
12,882
15013 DENVER WEST PARKWAY - GOLDEN, CO 80401303-384-7584
Plans on this EIN
3 filings
#002403b-$722.5M - 5,114 part#005TraditionalDB-$435.5M - 5,033 part#501Fully Insured-$16.0M - 7,513 lives

Retirement portfolio analytics

2 plans aggregated / $1.16B assets / 10,147 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • 403(B) EMPLOYEE Savings (#002)62%
  • SHARED SECURITY PENSION (#005)38%
Total $1.16BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) EMPLOYEE Savings (#002)5,114
  • SHARED SECURITY PENSION (#005)5,033
Total 10,147Click row to drill in

Benefits portfolio analytics

1 plan / $16.0M premiums / 7,513 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.5M
  • Prescription drug$9.5M
  • Dental$2.5M
  • Other$2.2M
  • Long-term disability$1.3M
  • Life$1.2M
  • +1 more
Total $16.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • KAISER FOUNDATION HEALTH PLAN INC59%
  • STANDARD INSURANCE COMPANY16%
  • DELTA DENTAL OF CALIFORNIA16%
  • SPRING HEALTH3%
  • VISION SERVICE PLAN3%
  • +3 more
Total $16.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • AON CONSULTING INC0%
Total $319K2 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

NLR 403(B) EMPLOYEE SAVINGS PLAN

403b

Assets$722.5M
Participants5,114
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

NLR HEALTH AND WELFARE WRAP PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF COLORADO

Premiums$16.0M
Covered lives7,513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NLR 403(B) EMPLOYEE SAVINGS PLAN403b$722.5M5,1142025
005NATIONAL LABORATORY OF THE ROCKIES SHARED SECURITY PENSION PLANTraditionalDB$435.5M5,0332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NLR HEALTH AND WELFARE WRAP PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF COLORADO$16.0M7,5132025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica