Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PUGET SOUND ENERGY, INC.
EIN 91-0374630utilitiesLatest filing 2025
Plans
4
Retirement
2
$2.45B assets
Welfare
2
$6.3M premiums
Participants
13,475
Retirement portfolio analytics
2 plans aggregated / $2.45B assets / 9,698 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
62%top
- T ROWE PRICE RPS INC62%
- (Not disclosed)38%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.3M premiums / 5,003 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.2M
- Life$4.5M
- Long-term disability$4.5M
- Dental$614K
- Vision$472K
Carrier market share
Premium dollars by Schedule A carrier
72%top
- METROPOLITAN LIFE INSURANCE COMPANY72%
- WILLAMETTE DENTAL INSURANCE, INC.10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- VISION SERVICE PLAN7%
- CURALINC HEALTHCARE1%
Broker market share
Schedule A broker compensation
63%top
- CHRISTINE M. MCCULLUGH63%
- AON CONSULTING INC37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INVESTMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.
401k
Assets$1.51B
Participants4,637
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.
CashBalance
Assets$944.0M
Participants5,061
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PUGET SOUND ENERGY, INC. GROUP BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$6.3M
Covered lives5,003
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
PUGET SOUND ENERGY, INC. RETIREE HEALTH REIMBURSEMENT ACCOUNT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INVESTMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | 401k | $1.51B | 4,637 | 2025 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | CashBalance | $944.0M | 5,061 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PUGET SOUND ENERGY, INC. GROUP BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $6.3M | 5,003 | 2025 | |
| 516 | PUGET SOUND ENERGY, INC. RETIREE HEALTH REIMBURSEMENT ACCOUNT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans