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Sponsor portfolioTH

EMPOWER RETIREMENT, LLC

EIN 84-1233483-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
2
$2.23B assets
Welfare
2
$6.9M premiums
Participants
25,961
8515 E. ORCHARD ROAD 3T2 - GREENWOOD VILLAGE, CO 80111888-488-1231
Plans on this EIN
4 filings
#001ESOP-$2.23B - 13,935 part#002401k-$444K - 4 part#501Mixed-$6.9M - 11,729 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.23B assets / 13,939 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • LLC 401(K) Savings (#001)100%
  • LLC 1081 Savings (#002)0%
Total $2.23BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401(K) Savings (#001)13,935
  • LLC 1081 Savings (#002)4
Total 13,939Click row to drill in

Benefits portfolio analytics

2 plans / $6.9M premiums / 11,729 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.9M
  • Life$6.8M
  • Long-term disability$6.8M
Total $6.9M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY98%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
Total $6.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN AND BROWN OF FLORIDA, INC.97%
  • HAYS COMPANIES, INC.3%
Total $586K2 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

EMPOWER RETIREMENT, LLC 401(K) SAVINGS PLAN

ESOP

Assets$2.23B
Participants13,935
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EMPOWER RETIREMENT, LLC 1081 SAVINGS PLAN

401k

Assets$444K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPOWER RETIREMENT LLC EMP WELFARE BEN PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$6.9M
Covered lives11,729
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

EMPOWER RETIREMENT LLC FLEXIBLE BENEFITS PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EMPOWER RETIREMENT, LLC 401(K) SAVINGS PLANESOP$2.23B13,9352024
002EMPOWER RETIREMENT, LLC 1081 SAVINGS PLAN401k$444K42024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPOWER RETIREMENT LLC EMP WELFARE BEN PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$6.9M11,7292024
503EMPOWER RETIREMENT LLC FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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