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  1. Companies/
  2. CENTERPOINT ENERGY, INC.
Sponsor portfolioTH

CENTERPOINT ENERGY, INC.

EIN 74-0694415-utilities-Latest filing 2024
Plans
4
Retirement
2
$3.98B assets
Welfare
2
$16.7M premiums
Participants
36,848
1111 LOUISIANA ST - HOUSTON, TX 770025230713-207-1111centerpointenergy.comLinkedIn5001-10000 employeesutilities
Plans on this EIN
4 filings
#015ESOP-$2.88B - 11,962 part#001CashBalance-$1.09B - 12,081 part#508Mixed-$9.3M - 7,578 lives#558Mixed-$7.4M - 4,922 lives

Retirement portfolio analytics

2 plans aggregated / $3.98B assets / 24,043 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CENTERPOINT ENERGY Savings (#015)73%
  • ENERGY RETIREMENT PLAN (#001)27%
Total $3.98BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
73%top
  • VOYA RETIREMENT INSURANCE & ANNUITY73%
  • ALIGHT SOLUTIONS LLC27%
Total $3.98BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENERGY RETIREMENT PLAN (#001)12,081
  • CENTERPOINT ENERGY Savings (#015)11,962
Total 24,043Click row to drill in

Benefits portfolio analytics

2 plans / $16.7M premiums / 12,500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.7M
  • Health$5.6M
  • Prescription drug$5.6M
  • Long-term disability$3.2M
  • Vision$1.2M
  • Other$1.0M
Total $16.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA60%
  • UNITEDHEALTHCARE INSURANCE COMPANY33%
  • VISION SERVICE PLAN7%
Total $16.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $429K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#015

CENTERPOINT ENERGY SAVINGS PLAN

ESOP

Assets$2.88B
Participants11,962
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CENTERPOINT ENERGY RETIREMENT PLAN

CashBalance

Assets$1.09B
Participants12,081
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CENTERPOINT ENERGY,INC. GROUP WELFARE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$9.3M
Covered lives7,578
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#558

CENTERPOINT ENERGY GROUP WELFARE BENEFITS PLAN FOR RETIREES

Mixed - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.

Premiums$7.4M
Covered lives4,922
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
015CENTERPOINT ENERGY SAVINGS PLANESOP$2.88B11,9622024
001CENTERPOINT ENERGY RETIREMENT PLANCashBalance$1.09B12,0812024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CENTERPOINT ENERGY,INC. GROUP WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$9.3M7,5782024
558CENTERPOINT ENERGY GROUP WELFARE BENEFITS PLAN FOR RETIREESMixedSIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.$7.4M4,9222024
Retirement plans
Welfare plans
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