Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CALPINE CORPORATION
EIN 77-0212977utilitiesLatest filing 2024
Plans
6
Retirement
3
$828.2M assets
Welfare
3
$3.7M premiums
Participants
8,483
717 TEXAS AVENUE, SUITE 1000 - HOUSTON, TX 77002713-570-4529calpine.comLinkedIn1001-5000 employeesutilities
Retirement portfolio analytics
3 plans aggregated / $828.2M assets / 3,437 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $3.7M premiums / 2,488 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.0M
- Long-term disability$980K
- Vision$501K
- Other$237K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA86%
- VISION SERVICE PLAN12%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CALPINE CORPORATION RETIREMENT SAVINGS PLAN
401k
Assets$758.1M
Participants3,217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CALPINE UNION 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$68.4M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CALPINE CORPORATION UNION EMPLOYEES PENSION PLAN
CashBalance
Assets$1.8M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALPINE CORPORATION EMPLOYEE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$3.7M
Covered lives2,488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CALPINE CORPORATION POST-EMPLOYMENT MEDICAL SAVINGS ACCOUNT PLAN FOR UNION EMPLOYEES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
CALPINE CORPORATION U.S. SEVERANCE PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALPINE CORPORATION RETIREMENT SAVINGS PLAN | 401k | $758.1M | 3,217 | 2024 | |
| 003 | CALPINE UNION 401(K) RETIREMENT SAVINGS PLAN | 401k | $68.4M | 191 | 2024 | |
| 004 | CALPINE CORPORATION UNION EMPLOYEES PENSION PLAN | CashBalance | $1.8M | 29 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALPINE CORPORATION EMPLOYEE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $3.7M | 2,488 | 2024 | |
| 503 | CALPINE CORPORATION POST-EMPLOYMENT MEDICAL SAVINGS ACCOUNT PLAN FOR UNION EMPLOYEES | Self Funded | - | $0 | 0 | 2024 | |
| 510 | CALPINE CORPORATION U.S. SEVERANCE PROGRAM | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans