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Sponsor portfolio

INVENERGY LLC

EIN 36-4462793-renewables & environment-Latest filing 2024
Plans
4
Retirement
1
$240.3M assets
Welfare
3
$4.1M premiums
Participants
6,640
ONE SOUTH WACKER DRIVE, SUITE 1800 - CHICAGO, IL 60606312-224-1400invenergy.comLinkedIn1001-5000 employeesrenewables & environment
Plans on this EIN
4 filings
#001401k-$240.3M - 2,710 part#501Mewa-$2.3M - 2,887 lives#505Mewa-$1.7M - 261 lives#504Mixed-$44K - 9 lives

Benefits portfolio analytics

3 plans / $4.1M premiums / 3,157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.1M
  • Other$2.0M
  • Short-term disability$2.0M
  • Long-term disability$2.0M
  • Health$1.7M
  • Vision$145K
  • +2 more
Total $4.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA49%
  • BLUE CROSS OF CALIFORNIA40%
  • EYEMED VISION CARE4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
  • +2 more
Total $4.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • AON CONSULTING INC70%
  • CUSTOM BENEFIT PROGRAMS INC30%
Total $324K2 slices

Plan deep-dives

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

INVENERGY LLC 401(K) PLAN

401k

Assets$240.3M
Participants2,710
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INVENERGY LLC HEALTH AND WELFARE BENEFIT PLAN

Mewa - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.3M
Covered lives2,887
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

INVENERGY SERVICES THERMAL US LLC MEDICAL PLAN

Mewa - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.7M
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

INVENERGY LLC MEDICAL PLAN

Mixed - UNIVERSITY HEALTH ALLIANCE

Premiums$44K
Covered lives9
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INVENERGY LLC 401(K) PLAN401k$240.3M2,7102024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INVENERGY LLC HEALTH AND WELFARE BENEFIT PLANMewaPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.3M2,8872024
505INVENERGY SERVICES THERMAL US LLC MEDICAL PLANMewaBLUECROSS BLUESHIELD OF ILLINOIS$1.7M2612024
504INVENERGY LLC MEDICAL PLANMixedUNIVERSITY HEALTH ALLIANCE$44K92024
Retirement plans
Welfare plans
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