Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
TraditionalDB
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHWEST POWER POOL 401(K) SAVINGS PLAN | 401k | $224.5M | 978 | 2024 | |
| 001 | SOUTHWEST POWER POOL, INC. RETIREMENT PLAN | TraditionalDB | $159.8M | 1,139 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHWEST POWER POOL, INC. WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $3.0M | 2,064 | 2024 |