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  2. LONG ISLAND ELECTRIC UTILITY SERVCO LLC
Sponsor portfolio

LONG ISLAND ELECTRIC UTILITY SERVCO LLC

EIN 45-4652143-Utilities-Latest filing 2024
Plans
6
Retirement
3
$1.25B assets
Welfare
3
$6.7M premiums
Participants
10,518
999 STEWART AVE - BETHPAGE, NY 11714973-430-7000
Plans on this EIN
6 filings
#001CashBalance-$513.3M - 2,637 part#003ESOP-$383.6M - 1,745 part#002ESOP-$355.2M - 1,507 part#501Mixed-$5.6M - 3,673 lives#503Mixed-$1.1M - 701 lives#504Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.25B assets / 5,889 participants

Assets by plan

Share of aggregate retirement assets

41%top
  • RETIREMENT INCOME PLAN (#001)41%
  • THRIFT PLAN II (#003)31%
  • THRIFT PLAN I (#002)28%
Total $1.25BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • THE VANGUARD GROUP, INC.59%
  • (Not disclosed)41%
Total $1.25BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT INCOME PLAN (#001)2,637
  • THRIFT PLAN II (#003)1,745
  • THRIFT PLAN I (#002)1,507
Total 5,889Click row to drill in

Benefits portfolio analytics

3 plans / $6.7M premiums / 4,374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.7M
  • Other$5.6M
  • Long-term disability$4.9M
  • Health$185K
Total $6.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • METROPOLITAN LIFE INSURANCE COMPANY87%
  • AFLAC10%
  • EMBLEMHEALTH3%
Total $6.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • MJ INSURANCE59%
  • BSC AGENCY LLC41%
  • NFP INSURANCE SERVICES INC0%
Total $192K3 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

LONG ISLAND ELECTRIC UTILITY SERVCO LLC RETIREMENT INCOME PLAN

CashBalance

Assets$513.3M
Participants2,637
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LONG ISLAND ELECTRIC UTILITY SERVCO LLC INCENTIVE THRIFT PLAN II

ESOP

Assets$383.6M
Participants1,745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LONG ISLAND ELECTRIC UTILITY SERVCO LLC INCENTIVE THRIFT PLAN I

ESOP

Assets$355.2M
Participants1,507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LONG ISLAND ELECTRIC UTILITY SERVCO LLC HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.6M
Covered lives3,673
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LONG ISLAND ELECTRIC UTILITY SERVCO LLC HEALTH AND WELFARE PLAN FOR RETIREES

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives701
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

LONG ISLAND ELECTRIC UTILITY SERVCO LLC SEPARATION ALLOWANCE BENEFITS PLAN FOR NON-REPRESENTED EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001LONG ISLAND ELECTRIC UTILITY SERVCO LLC RETIREMENT INCOME PLANCashBalance$513.3M2,6372024
003LONG ISLAND ELECTRIC UTILITY SERVCO LLC INCENTIVE THRIFT PLAN IIESOP$383.6M1,7452024
002LONG ISLAND ELECTRIC UTILITY SERVCO LLC INCENTIVE THRIFT PLAN IESOP$355.2M1,5072024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LONG ISLAND ELECTRIC UTILITY SERVCO LLC HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$5.6M3,6732024
503LONG ISLAND ELECTRIC UTILITY SERVCO LLC HEALTH AND WELFARE PLAN FOR RETIREESMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.1M7012024
504LONG ISLAND ELECTRIC UTILITY SERVCO LLC SEPARATION ALLOWANCE BENEFITS PLAN FOR NON-REPRESENTED EMPLOYEESSelf Funded-$002024
Retirement plans
Welfare plans
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