Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NRG AFFILIATE SERVICES, INC.
EIN 41-1960764UtilitiesLatest filing 2024
Plans
5
Retirement
4
$3.10B assets
Welfare
1
$23.7M premiums
Participants
28,955
804 CARNEGIE CENTER - PRINCETON, NJ 085406213609-524-5292
Retirement portfolio analytics
4 plans aggregated / $3.10B assets / 22,846 participantsParticipants by plan
Active + retired + deferred vested
- NRG PENSION (#004)1,992
Benefits portfolio analytics
1 plan / $23.7M premiums / 9,301 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Life$6.2M
- Short-term disability$4.3M
- Long-term disability$4.3M
- Dental$4.2M
- Vision$1.0M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
26%top
- BLUE CROSS OF CALIFORNIA26%
- SECURIAN LIFE INSURANCE COMPANY26%
- METROPOLITAN LIFE INSURANCE COMPANY22%
- DELTA DENTAL OF CALIFORNIA18%
- VISION SERVICE PLAN4%
- +2 more
Broker market share
Schedule A broker compensation
97%top
- MERCER HEALTH AND BENEFITS, LLC97%
- EMPYREAN INSURANCE SERVICES, INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NRG AFFILIATES EMPLOYEE SAVINGS PLAN
401k
Assets$2.33B
Participants17,981
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
NRG PENSION PLAN
CashBalance
Assets$381.4M
Participants1,992
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
NRG PENSION PLAN FOR BARGAINED EMPLOYEES
CashBalance
Assets$374.5M
Participants2,767
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC
CashBalance
Assets$13.8M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NRG AFFILIATES HEALTH & WELFARE PLAN
Fully Insured - BLUE CROS BLUE SHEILD OF TEXAS
Premiums$23.7M
Covered lives9,301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NRG AFFILIATES EMPLOYEE SAVINGS PLAN | 401k | $2.33B | 17,981 | 2024 | |
| 004 | NRG PENSION PLAN | CashBalance | $381.4M | 1,992 | 2024 | |
| 005 | NRG PENSION PLAN FOR BARGAINED EMPLOYEES | CashBalance | $374.5M | 2,767 | 2024 | |
| 006 | RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC | CashBalance | $13.8M | 106 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NRG AFFILIATES HEALTH & WELFARE PLAN | Fully Insured | BLUE CROS BLUE SHEILD OF TEXAS | $23.7M | 9,301 | 2024 |
Retirement plans
Welfare plans