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  2. SOUTHWEST POWER POOL, INC.
Sponsor portfolioTH

SOUTHWEST POWER POOL, INC.

EIN 71-0748158-utilities-Latest filing 2025
Plans
3
Retirement
2
$409.1M assets
Welfare
1
$1.2M premiums
Participants
3,118
201 WORTHEN DRIVE - LITTLE ROCK, AR 722234936501-664-0146spp.orgLinkedIn501-1000 employeesutilities
Plans on this EIN
3 filings
#002401k-$224.5M - 978 part#001TraditionalDB-$184.6M - 1,239 part#501Mixed-$1.2M - 1,855 lives

Retirement portfolio analytics

2 plans aggregated / $409.1M assets / 2,217 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • POOL 401(K) Savings (#002)55%
  • INC. RETIREMENT PLAN (#001)45%
Total $409.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)1,239
  • POOL 401(K) Savings (#002)978
Total 2,217Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,855 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$755K
  • Long-term disability$755K
  • Vision$179K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA63%
  • RELIASTAR LIFE INSURANCE COMPANY21%
  • DELTA DENTAL OF CALIFORNIA15%
  • SWEAP CONNECTIONS1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $51K1 slice

Plan deep-dives

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

SOUTHWEST POWER POOL 401(K) SAVINGS PLAN

401k

Assets$224.5M
Participants978
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHWEST POWER POOL, INC. RETIREMENT PLAN

TraditionalDB

Assets$184.6M
Participants1,239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST POWER POOL, INC. WELFARE PLAN

Mixed - SUNLIFE ASSURANCE COMPANY OF CANADA

Premiums$1.2M
Covered lives1,855
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWEST POWER POOL 401(K) SAVINGS PLAN401k$224.5M9782024
001SOUTHWEST POWER POOL, INC. RETIREMENT PLANTraditionalDB$184.6M1,2392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST POWER POOL, INC. WELFARE PLANMixedSUNLIFE ASSURANCE COMPANY OF CANADA$1.2M1,8552025
Retirement plans
Welfare plans
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