PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. ATMOS ENERGY CORPORATION
Sponsor portfolioTH

ATMOS ENERGY CORPORATION

EIN 75-1743247-utilities-Latest filing 2024
Plans
4
Retirement
2
$1.72B assets
Welfare
2
$8.8M premiums
Participants
18,266
5430 LBJ FREEWAY, THREE LINCOLN CENTER, STE 160 - DALLAS, TX 75240972-855-3324atmosenergy.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
4 filings
#002ESOP-$1.14B - 6,328 part#003CashBalance-$580.5M - 4,129 part#511Mixed-$8.6M - 10,595 lives#512Mixed-$175K - 286 lives

Retirement portfolio analytics

2 plans aggregated / $1.72B assets / 10,457 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN AND TRUST (#002)66%
  • PENSION ACCOUNT PLAN (#003)34%
Total $1.72BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
66%top
  • T ROWE PRICE RPS INC66%
  • STATE STREET GLOBAL ADVISORS34%
Total $1.72BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)6,328
  • PENSION ACCOUNT PLAN (#003)4,129
Total 10,457Click row to drill in

Benefits portfolio analytics

2 plans / $8.8M premiums / 10,881 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5.2M
  • Other$5.0M
  • Long-term disability$2.3M
  • Vision$1.3M
Total $8.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • STANDARD INSURANCE COMPANY85%
  • EYE MED15%
  • ACE AMERICAN INSURANCE COMPANY0%
  • EYEMED VISION CARE0%
Total $8.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • REUBEN WARNER ASSOCIATES, INC.100%
Total $4K1 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

ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST

ESOP

Assets$1.14B
Participants6,328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN

CashBalance

Assets$580.5M
Participants4,129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

ATMOS ENERGY CORPORATION HEALTH AND WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$8.6M
Covered lives10,595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

RETIREE MEDICAL PLAN FOR RETIREES AND DISABLED EMPLOYEES OF ATMOS ENERGY CORPORATION

Mixed - STANDARD INSURANCE COMPANY

Premiums$175K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUSTESOP$1.14B6,3282024
003ATMOS ENERGY CORPORATION PENSION ACCOUNT PLANCashBalance$580.5M4,1292024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
511ATMOS ENERGY CORPORATION HEALTH AND WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$8.6M10,5952024
512RETIREE MEDICAL PLAN FOR RETIREES AND DISABLED EMPLOYEES OF ATMOS ENERGY CORPORATIONMixedSTANDARD INSURANCE COMPANY$175K2862024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica