Sponsor portfolioTH

OWEN ELECTRIC COOPERATIVE, INC.

EIN 61-0299615utilitiesLatest filing 2025

Plans

Retirement

$41.4M assets

Welfare

$540K premiums

Participants

257

8205 HIGHWAY 127 NORTH, PO BOX 400 - OWENTON, KY 403590400502-563-3526LinkedIn1-10 employeesutilities

Plans on this EIN

2 filings

#004401k-$41.4M - 138 part #525Fully Insured-$540K - 174 lives

Benefits portfolio analytics

1 plan / $540K premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$338K
Short-term disability$84K
Long-term disability$84K
Dental$61K
Other$45K
Life$24K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

62%top

EMPHESYS INSURANCE COMPANY62%
STANDARD INSURANCE COMPANY16%
HUMANA INSURANCE COMPANY12%
AFLAC4%
AMERICAN HERITAGE LIFE INSURANCE COMPANY2%
+3 more

Broker market share

Schedule A broker compensation

Split broker

90%top

BROWN & BROWN INSURANCE SERVICES90%
CHAD L NELSON2%
JESSICA MURPHY2%
JENNIFER KELLER2%
JOY RENEE WEST1%
+3 more

Plan deep-dives

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

Retirement#004

OWEN ELECTRIC COOPERATIVE EMPLOYEE SAVINGS AND PROTECTION PLAN

401k

Assets$41.4M

Participants138

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#525