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Sponsor portfolio

POWERSECURE, INC.

EIN 84-1557738-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$83.0M assets
Welfare
1
$1.9M premiums
Participants
2,217
4068 STIRRUP CREEK DRIVE - DURHAM, NC 27703919-556-3056powersecure.comLinkedIn501-1000 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#003401k-$83.0M - 1,308 part#501Mixed-$1.9M - 1,474 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$636K
  • Vision$636K
  • Life$523K
  • Other$478K
  • Short-term disability$226K
  • Long-term disability$216K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA52%
  • AMERITAS LIFE INSURANCE CORP.34%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MARSH & MCLENNAN AGENCY LLC68%
  • MCGRIFF INSURANCE SERVICES INC32%
  • HIPP MICHAEL0%
  • THE BENEFIT COMPANY INC0%
Total $324K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

POWERSECURE, INC. 401(K) RETIREMENT PLAN

401k

Assets$83.0M
Participants1,308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POWERSECURE, INC. FLEXIBLE BENEFIT PLAN

Mixed - AMERITAS LIFE INSURANCE CORP.

Premiums$1.9M
Covered lives1,474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003POWERSECURE, INC. 401(K) RETIREMENT PLAN401k$83.0M1,3082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POWERSECURE, INC. FLEXIBLE BENEFIT PLANMixedAMERITAS LIFE INSURANCE CORP.$1.9M1,4742025
Retirement plans
Welfare plans
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