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  2. FLUENCE ENERGY, LLC
Sponsor portfolio

FLUENCE ENERGY, LLC

EIN 82-2138818-Agriculture, Forestry, Fishing and Hunting-Latest filing 2024
Plans
2
Retirement
1
$80.9M assets
Welfare
1
$4.4M premiums
Participants
1,720
4601 FAIRFAX DR STE 600 - ARLINGTON, VA 222031546703-721-8841
Plans on this EIN
2 filings
#001401k-$80.9M - 952 part#501Mixed-$4.4M - 1,648 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 1,648 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Short-term disability$374K
  • Long-term disability$326K
  • Life$284K
  • Other$284K
Total $4.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNITED HEALTHCARE INSURANCE COMPANY71%
  • STANDARD INSURANCE COMPANY16%
  • THE STANDARD6%
  • KAISER FOUNDATION HEALTH PLAN INC6%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • KELLY & ASSOCIATES INSURANCE GROUP48%
  • MARSH & MCLENNAN AGENCY LLC47%
  • MCGRIFF INSURANCE SERVICES INC4%
  • NFP INSURANCE SERVICES INC2%
Total $633K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FLUENCE SAVINGS PLAN

401k

Assets$80.9M
Participants952
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLUENCE ENERGY HEALTH AND WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$4.4M
Covered lives1,648
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLUENCE SAVINGS PLAN401k$80.9M9522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLUENCE ENERGY HEALTH AND WELFARE PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$4.4M1,6482024
Retirement plans
Welfare plans
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