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Sponsor portfolio

STATE UTILITY CONTRACTORS, INC.

EIN 56-1444827-utilities-Latest filing 2024
Plans
3
Retirement
2
$137.4M assets
Welfare
1
$1.7M premiums
Participants
575
P. O. BOX 5019 - MONROE, NC 28110704-289-6400sucontractors.comLinkedIn51-200 employeesutilities
Plans on this EIN
3 filings
#002ESOP-$123.5M - 229 part#001401k-$13.9M - 191 part#501Fully Insured-$1.7M - 362 lives

Retirement portfolio analytics

2 plans aggregated / $137.4M assets / 420 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#002)90%
  • PROFIT SHARING PLAN (#001)10%
Total $137.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • (Not disclosed)90%
  • JOHN HANCOCK LIFE INSURANCE COMPANY10%
Total $137.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)229
  • PROFIT SHARING PLAN (#001)191
Total 420Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 362 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$123K
  • Life$123K
  • Short-term disability$123K
  • Long-term disability$123K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HARRY LORE83%
  • NFP INSURANCE SERVICES INC17%
Total $90K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STATE UTILITY CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$123.5M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STATE UTILITY CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$13.9M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STATE UTILITY CONTRACTORS, INC. EMPLOYEE BENEFIT P

Fully Insured - BLUE CROSS BLUE SHIELD OF NC

Premiums$1.7M
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STATE UTILITY CONTRACTORS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$123.5M2292024
001STATE UTILITY CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN401k$13.9M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STATE UTILITY CONTRACTORS, INC. EMPLOYEE BENEFIT PFully InsuredBLUE CROSS BLUE SHIELD OF NC$1.7M3622024
Retirement plans
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