Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SALT RIVER VALLEY WATER USERS ASSOCIATION
EIN 86-0053220UtilitiesLatest filing 2024
Plans
3
Retirement
2
$4.23B assets
Welfare
1
$1.2M premiums
Participants
19,189
PO BOX 52025 PAB501 - PHOENIX, AZ 850722025602-236-4092
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.23B assets / 18,253 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
69%top
- (Not disclosed)69%
- GREAT-WEST LIFE & ANNUITY INSURANCE31%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 394 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.1M
- Short-term disability$570K
- Long-term disability$570K
- Other$37K
- Health$23K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- HARTFORD LIFE AND ACCIDENT95%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
83%top
- MERCER HEALTH AND BENEFITS, LLC83%
- ACRISURE LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#335
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$2.91B
Participants11,406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334
SALT RIVER PROJECT EMPLOYEES' 401(K) PLAN
401k
Assets$1.33B
Participants6,847
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
SALT RIVER VALLEY WATER USERS' ASSOC INS HLTH & LIFE WRAP PLAN F.K.A SRP AGR IMPROV/PWR DIST & SLT RVR VLY WTR USERS' ASSOC INS HLTH&LIFE PL
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.2M
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 335 | SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $2.91B | 11,406 | 2024 | |
| 334 | SALT RIVER PROJECT EMPLOYEES' 401(K) PLAN | 401k | $1.33B | 6,847 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | SALT RIVER VALLEY WATER USERS' ASSOC INS HLTH & LIFE WRAP PLAN F.K.A SRP AGR IMPROV/PWR DIST & SLT RVR VLY WTR USERS' ASSOC INS HLTH&LIFE PL | Mixed | HARTFORD LIFE AND ACCIDENT | $1.2M | 394 | 2024 |
Retirement plans
Welfare plans