Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIBERTY UTILITIES CO.
EIN 27-4444001UtilitiesLatest filing 2024
Plans
4
Retirement
2
$479.6M assets
Welfare
2
$8.0M premiums
Participants
6,665
14920 W. CAMELBACK ROAD - LITCHFIELD, AZ 85340905-465-4500
Retirement portfolio analytics
2 plans aggregated / $479.6M assets / 3,994 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $8.0M premiums / 2,671 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.4M
- Other$4.4M
- Short-term disability$4.0M
- Dental$3.8M
- Vision$3.8M
- Long-term disability$3.4M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
54%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA54%
- BLUE CROSS OF CALIFORNIA27%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
- HARTFORD LIFE AND ACCIDENT9%
- LIFETIME BENEFIT SOLUTIONS0%
Broker market share
Schedule A broker compensation
64%top
- BURNHAM FINANCIAL SERVICES, LLC64%
- GCG FINANCIAL LLC35%
- USI INSURANCE SERVICES LLC0%
- BURNAM FINANCIAL SERVICES, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
LIBERTY UTILITIES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$405.3M
Participants1,864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
LIBERTY UTILITIES CASH BALANCE PENSION PLAN
CashBalance
Assets$74.3M
Participants2,130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIBERTY UTILITIES HEALTH AND WELFARE BENEFIT PLAN FOR ACTIVES
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$6.1M
Covered lives2,430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LIBERTY UTILITIES HEALTH AND WELFARE BENEFIT PLAN FOR RETIREES
Mixed - EXPRESS SCRIPTS, INC.
Premiums$1.9M
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | LIBERTY UTILITIES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $405.3M | 1,864 | 2024 | |
| 009 | LIBERTY UTILITIES CASH BALANCE PENSION PLAN | CashBalance | $74.3M | 2,130 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIBERTY UTILITIES HEALTH AND WELFARE BENEFIT PLAN FOR ACTIVES | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $6.1M | 2,430 | 2024 | |
| 502 | LIBERTY UTILITIES HEALTH AND WELFARE BENEFIT PLAN FOR RETIREES | Mixed | EXPRESS SCRIPTS, INC. | $1.9M | 241 | 2024 |
Retirement plans
Welfare plans