Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VISTRA OPERATIONS COMPANY LLC
EIN 36-4833461utilitiesLatest filing 2024
Plans
6
Retirement
4
$2.81B assets
Welfare
2
$20.1M premiums
Participants
19,264
Retirement portfolio analytics
4 plans aggregated / $2.81B assets / 13,968 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $20.1M premiums / 17,054 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$19.1M
- Life$18.9M
- Long-term disability$18.9M
- Health$653K
- Prescription drug$653K
- Vision$303K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- METROPOLITAN LIFE INSURANCE COMPANY94%
- BLUE CROSS OF CALIFORNIA3%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
- MAGELLAN HEALTHCARE1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VISTRA THRIFT PLAN
401k
Assets$2.35B
Participants9,986
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VISTRA RETIREMENT PLAN
CashBalance
Assets$237.8M
Participants824
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
DYNEGY PENSION PLAN
CashBalance
Assets$206.1M
Participants2,279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ENERGY HARBOR PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
CashBalance
Assets$18.2M
Participants879
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
VISTRA ENERGY HEALTH AND WELFARE BENEFIT PLAN FOR POST-65 RETIREES
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$10.1M
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
VISTRA ENERGY HEALTH CARE AND LIFE INSURANCE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$10.0M
Covered lives16,714
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISTRA THRIFT PLAN | 401k | $2.35B | 9,986 | 2024 | |
| 002 | VISTRA RETIREMENT PLAN | CashBalance | $237.8M | 824 | 2024 | |
| 003 | DYNEGY PENSION PLAN | CashBalance | $206.1M | 2,279 | 2024 | |
| 004 | ENERGY HARBOR PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | CashBalance | $18.2M | 879 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | VISTRA ENERGY HEALTH AND WELFARE BENEFIT PLAN FOR POST-65 RETIREES | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $10.1M | 340 | 2024 | |
| 501 | VISTRA ENERGY HEALTH CARE AND LIFE INSURANCE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $10.0M | 16,714 | 2024 |
Retirement plans
Welfare plans