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Sponsor portfolioTH

VICINITY ENERGY, LLC

EIN 38-3680309-utilities-Latest filing 2025
Plans
3
Retirement
2
$104.5M assets
Welfare
1
$1.1M premiums
Participants
1,180
100 FRANKLIN STREET, 2ND FLOOR - BOSTON, MA 02110857-557-7816vicinityenergy.usLinkedIn501-1000 employeesutilities
Plans on this EIN
3 filings
#001401k-$99.4M - 616 part#002TraditionalDB-$5.2M - 37 part#501Mixed-$1.1M - 786 lives

Retirement portfolio analytics

2 plans aggregated / $104.5M assets / 653 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • ENERGY EMPLOYEES 401(K) (#001)95%
  • COLLECTIVELY BARGAINED EMPLOYE... (#002)5%
Total $104.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENERGY EMPLOYEES 401(K) (#001)616
  • COLLECTIVELY BARGAINED EMPLOYE... (#002)37
Total 653Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 786 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$617K
  • Life$500K
  • Long-term disability$260K
  • Short-term disability$198K
  • Vision$44K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY95%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • HEALTH ADVOCATE SOLUTIONS, INC.2%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $23K1 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

VICINITY ENERGY EMPLOYEES 401(K) PLAN

401k

Assets$99.4M
Participants616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VICINITY ENERGY PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

TraditionalDB

Assets$5.2M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VICINITY ENERGY, LLC

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives786
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VICINITY ENERGY EMPLOYEES 401(K) PLAN401k$99.4M6162024
002VICINITY ENERGY PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEESTraditionalDB$5.2M372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VICINITY ENERGY, LLCMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.1M7862025
Retirement plans
Welfare plans
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