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Sponsor portfolioTH

GREAT LAKES ENERGY COOPERATIVE

EIN 38-3321875-Latest filing 2025
Plans
4
Retirement
2
$65.0M assets
Welfare
2
$542K premiums
Participants
637
1323 BOYNE AVENUE - BOYNE CITY, MI 49712231-487-1352
Plans on this EIN
4 filings
#001401k-$37.7M - 172 part#003401k-$27.4M - 154 part#502Mixed-$366K - 284 lives#526Fully Insured-$177K - 28 lives

Retirement portfolio analytics

2 plans aggregated / $65.0M assets / 326 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • ENERGY NON-UNION 401(K) (#001)58%
  • ENERGY UNION 401(K) (#003)42%
Total $65.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TRANSAMERICA RETIREMENT SOLUTIONS100%
Total $65.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENERGY NON-UNION 401(K) (#001)172
  • ENERGY UNION 401(K) (#003)154
Total 326Click row to drill in

Benefits portfolio analytics

2 plans / $542K premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$366K
  • Short-term disability$366K
  • Long-term disability$366K
  • Other$366K
  • Health$177K
  • Prescription drug$177K
Total $542K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY67%
  • BLUE CROSS OF CALIFORNIA33%
Total $542K2 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

GREAT LAKES ENERGY NON-UNION 401(K) PLAN

401k

Assets$37.7M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GREAT LAKES ENERGY UNION 401(K) PLAN

401k

Assets$27.4M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GREAT LAKES ENERGY COOPERATIVE HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$366K
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526

GREAT LAKES ENERGY COOPERATIVE RETIREE WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$177K
Covered lives28
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GREAT LAKES ENERGY NON-UNION 401(K) PLAN401k$37.7M1722024
003GREAT LAKES ENERGY UNION 401(K) PLAN401k$27.4M1542024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GREAT LAKES ENERGY COOPERATIVE HEALTH AND WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$366K2842025
526GREAT LAKES ENERGY COOPERATIVE RETIREE WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$177K282025
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