Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Vicinity Energy, LLC
EIN 38-3680309utilitiesLatest filing 2025
Plans
3
Retirement
2
$119.9M assets
Health & Benefits
1
$1.1M premiums
Participants
1,191
100 FRANKLIN ST, 2ND FLOOR - BOSTON, MA 02110857-557-7800vicinityenergy.usLinkedIn501-1000 employeesutilities
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $119.9M assets / 664 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VICINITY ENERGY EMPLOYEES 401(K) PLAN
401(k)
Assets$113.9M
Participants627
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VICINITY ENERGY PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
Traditional DB
Assets$6.0M
Participants37
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
VICINITY ENERGY, LLC
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives786
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VICINITY ENERGY EMPLOYEES 401(K) PLAN | 401(k) | $113.9M | 627 | 2025 |
| #002 | VICINITY ENERGY PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | Traditional DB | $6.0M | 37 | 2025 |
- #001 · 401(k) · 2025627
- #002 · Traditional DB · 202537
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | VICINITY ENERGY, LLC | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1.1M | 786 | 2025 |
- VICINITY ENERGY, LLC$1.1M#501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025786
Retirement plans
Health & Benefits plans