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  2. SUNENERGY1, LLC
Sponsor portfolio

SUNENERGY1, LLC

EIN 27-1695242-utilities-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$1.2M premiums
Participants
444
6750 NC HIGHWAY 30 EAST - BETHEL, NC 27812704-662-0375sunenergy1.comLinkedIn201-500 employeesutilities
Plans on this EIN
2 filings
#001401k-$6.5M - 239 part#501Fully Insured-$1.2M - 314 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Life$152K
  • Short-term disability$152K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $59K1 slice

Plan deep-dives

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

SUNENERGY1 LLC 401(K) PLAN

401k

Assets$6.5M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH AND WELFARE BENEFIT PLAN OF SUNENERGY1, LLC

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUNENERGY1 LLC 401(K) PLAN401k$6.5M2392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE BENEFIT PLAN OF SUNENERGY1, LLCFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M3142025
Retirement plans
Welfare plans
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