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Sponsor portfolioTH

ENTERGY CORPORATION

EIN 72-1229752-utilities-Latest filing 2024
Plans
18
Retirement
11
$9.04B assets
Welfare
7
$34.4M premiums
Participants
135,345
639 LOYOLA AVE., L-ENT-15N EB AND C - NEW ORLEANS, LA 70113504-576-4000entergy.comLinkedIn10001+ employeesutilities
Plans on this EIN
18 filings
#003ESOP-$4.36B - 13,114 part#004TraditionalDB-$1.77B - 11,455 part#021TraditionalDB-$1.59B - 7,757 part#005TraditionalDB-$916.1M - 6,769 part#019ESOP-$111.8M - 2,894 part#008TraditionalDB-$111.1M - 565 part#006TraditionalDB-$77.2M - 660 part#007CashBalance-$49.1M - 681 part#018CashBalance-$36.3M - 2,354 part#020ESOP-$8.8M - 559 part#014TraditionalDB-$6.3M - 123 part#511Fully Insured-$26.5M - 24,177 lives#515Fully Insured-$5.2M - 12,231 lives#539Fully Insured-$2.5M - 12,549 lives#540Mixed-$169K - 1,110 lives#509Self Funded-0 lives#512Self Funded-0 lives#516Self Funded-0 lives

Retirement portfolio analytics

11 plans aggregated / $9.04B assets / 46,931 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • CORPORATION AND SUBSIDIARIES (#003)48%
  • FOR NON-BARGAINING EMPLOYEES (#004)20%
  • FOR NON-BARGAINING EMPLOYEES (#021)18%
  • FOR BARGAINING EMPLOYEES (#005)10%
  • AND SUBSIDIARIES VIII (#019)1%
  • +3 more
Total $9.04BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
50%top
  • (Not disclosed)50%
  • T ROWE PRICE RPS INC50%
Total $9.04BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION AND SUBSIDIARIES (#003)13,114
  • FOR NON-BARGAINING EMPLOYEES (#004)11,455
  • FOR NON-BARGAINING EMPLOYEES (#021)7,757
  • FOR BARGAINING EMPLOYEES (#005)6,769
  • AND SUBSIDIARIES VIII (#019)2,894
  • FOR BARGAINING EMPLOYEES (#018)2,354
  • +5 more
Total 46,931Click row to drill in

Benefits portfolio analytics

7 plans / $34.4M premiums / 50,067 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$26.4M
  • Other$26.0M
  • Long-term disability$5.2M
  • Vision$2.7M
Total $34.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • METROPOLITAN LIFE INSURANCE COMPANY77%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • VISION SERVICE PLAN8%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Total $34.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES

ESOP

Assets$4.36B
Participants13,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ENTERGY CORPORATION RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEES

TraditionalDB

Assets$1.77B
Participants11,455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

ENTERGY CORPORATION RETIREMENT PLAN VI FOR NON-BARGAINING EMPLOYEES

TraditionalDB

Assets$1.59B
Participants7,757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ENTERGY CORPORATION RETIREMENT PLAN FOR BARGAINING EMPLOYEES

TraditionalDB

Assets$916.1M
Participants6,769
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019

SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VIII

ESOP

Assets$111.8M
Participants2,894
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

ENTERGY CORPORATION RETIREMENT PLAN III

TraditionalDB

Assets$111.1M
Participants565
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

ENTERGY CORPORATION RETIREMENT PLAN II FOR NON-BARGAINING EMPLOYEES

TraditionalDB

Assets$77.2M
Participants660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

ENTERGY CORPORATION RETIREMENT PLAN II FOR BARGAINING EMPLOYEES

CashBalance

Assets$49.1M
Participants681
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018

ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEES

CashBalance

Assets$36.3M
Participants2,354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020

SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES IX

ESOP

Assets$8.8M
Participants559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEES

TraditionalDB

Assets$6.3M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

ENTERGY CORPORATION COMPANIES' BENEFITS PLUS LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$26.5M
Covered lives24,177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

ENTERGY CORPORATION COMPANIES' BENEFITS PLUS LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$5.2M
Covered lives12,231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#539

ENTERGY CORPORATION COMPANIES' BENEFITS PLUS VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$2.5M
Covered lives12,549
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540

ENTERGY CORPORATION COMPANIES' RETIREE HEALTH PLAN

Mixed - VISION SERVICE PLAN

Premiums$169K
Covered lives1,110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

ENTERGY CORPORATION COMPANIES' BENEFITS PLUS REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

ENTERGY CORPORATION COMPANIES' BENEFITS PLUS MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

ENTERGY CORP. COMPANIES' BENEFITS PLUS DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans11

Plan #NameTypeAssetsParticipantsLatest year
003SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIESESOP$4.36B13,1142024
004ENTERGY CORPORATION RETIREMENT PLAN FOR NON-BARGAINING EMPLOYEESTraditionalDB$1.77B11,4552024
021ENTERGY CORPORATION RETIREMENT PLAN VI FOR NON-BARGAINING EMPLOYEESTraditionalDB$1.59B7,7572024
005ENTERGY CORPORATION RETIREMENT PLAN FOR BARGAINING EMPLOYEESTraditionalDB$916.1M6,7692024
019SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VIIIESOP$111.8M2,8942024
008ENTERGY CORPORATION RETIREMENT PLAN IIITraditionalDB$111.1M5652024
006ENTERGY CORPORATION RETIREMENT PLAN II FOR NON-BARGAINING EMPLOYEESTraditionalDB$77.2M6602024
007ENTERGY CORPORATION RETIREMENT PLAN II FOR BARGAINING EMPLOYEESCashBalance$49.1M6812024
018ENTERGY CORPORATION CASH BALANCE PLAN FOR BARGAINING EMPLOYEESCashBalance$36.3M2,3542024
020SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES IXESOP$8.8M5592024
014ENTERGY CORPORATION RETIREMENT PLAN IV FOR BARGAINING EMPLOYEESTraditionalDB$6.3M1232024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
511ENTERGY CORPORATION COMPANIES' BENEFITS PLUS LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$26.5M24,1772024
515ENTERGY CORPORATION COMPANIES' BENEFITS PLUS LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$5.2M12,2312024
539ENTERGY CORPORATION COMPANIES' BENEFITS PLUS VISION PLANFully InsuredVISION SERVICE PLAN$2.5M12,5492024
540ENTERGY CORPORATION COMPANIES' RETIREE HEALTH PLANMixedVISION SERVICE PLAN$169K1,1102024
509ENTERGY CORPORATION COMPANIES' BENEFITS PLUS REIMBURSEMENT PLANSelf Funded-$002024
512ENTERGY CORPORATION COMPANIES' BENEFITS PLUS MEDICAL PLANSelf Funded-$002024
516ENTERGY CORP. COMPANIES' BENEFITS PLUS DENTAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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