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Sponsor portfolioTH

THE WALTON ELECTRIC MEMBERSHIP CORPORATION

EIN 58-0477163-utilities-Latest filing 2024
Plans
3
Retirement
2
$125.5M assets
Welfare
1
$1.5M premiums
Participants
680
842 US HWY 78 - MONROE, GA 30655770-267-2505waltonemc.comLinkedIn201-500 employeesutilities
Plans on this EIN
3 filings
#001401k-$66.5M - 286 part#003TraditionalDB-$58.9M - 144 part#501Mixed-$1.5M - 503 lives

Retirement portfolio analytics

2 plans aggregated / $125.5M assets / 430 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • 401 K PLAN (#001)53%
  • MEMBERSHIP CORPORATION PENSION (#003)47%
Total $125.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401 K PLAN (#001)286
  • MEMBERSHIP CORPORATION PENSION (#003)144
Total 430Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 503 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Life$305K
  • Other$305K
  • Long-term disability$141K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • HARTFORD LIFE AND ACCIDENT35%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY29%
  • ELIXIR INSURANCE COMPANY19%
  • COMPANION LIFE INSURANCE COMPANY14%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • AMWINS54%
  • INSURANCE OFFICE OF AMERICA34%
  • WEBTPA12%
Total $165K3 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

THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN

401k

Assets$66.5M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WALTON ELECTRIC MEMBERSHIP CORPORATION PENSION PLAN

TraditionalDB

Assets$58.9M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALTON ELECTRIC MEMBERSHIP CORPORATION

Mixed - HARTFORD LIFE AND ACCCIDENT INSURANCE COMPANY

Premiums$1.5M
Covered lives503
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN401k$66.5M2862024
003WALTON ELECTRIC MEMBERSHIP CORPORATION PENSION PLANTraditionalDB$58.9M1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALTON ELECTRIC MEMBERSHIP CORPORATIONMixedHARTFORD LIFE AND ACCCIDENT INSURANCE COMPANY$1.5M5032024
Retirement plans
Welfare plans
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