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  2. PUGET SOUND ENERGY, INC.
Sponsor portfolioTH

PUGET SOUND ENERGY, INC.

EIN 91-0374630-utilities-Latest filing 2024
Plans
4
Retirement
2
$2.17B assets
Welfare
2
$6.2M premiums
Participants
13,180
P.O. BOX 97034 - BELLEVUE, WA 980099734425-462-3389pse.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
4 filings
#002401k-$1.34B - 4,428 part#001CashBalance-$830.1M - 5,133 part#501Mixed-$6.2M - 4,954 lives#516Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.17B assets / 9,561 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • SOUND ENERGY, INC. (#002)62%
  • SOUND ENERGY, INC. (#001)38%
Total $2.17BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • T ROWE PRICE RPS INC62%
  • (Not disclosed)38%
Total $2.17BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOUND ENERGY, INC. (#001)5,133
  • SOUND ENERGY, INC. (#002)4,428
Total 9,561Click row to drill in

Benefits portfolio analytics

2 plans / $6.2M premiums / 4,954 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.2M
  • Life$4.4M
  • Long-term disability$4.4M
  • Dental$596K
  • Vision$457K
Total $6.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • METROPOLITAN LIFE INSURANCE COMPANY70%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • WILLAMETTE DENTAL INSURANCE, INC.10%
  • VISION SERVICE PLAN7%
  • WELLSPRING FAMILY SERVICES EAP1%
  • +1 more
Total $6.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • CHRISTINE M. MCCULLUGH65%
  • AON CONSULTING INC35%
Total $213K2 slices

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$1.34B
Participants4,428
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$830.1M
Participants5,133
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$6.2M
Covered lives4,954
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 #NameTypeAssetsParticipantsLatest year
002INVESTMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.401k$1.34B4,4282024
001RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.CashBalance$830.1M5,1332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PUGET SOUND ENERGY, INC. GROUP BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$6.2M4,9542024
516PUGET SOUND ENERGY, INC. RETIREE HEALTH REIMBURSEMENT ACCOUNTSelf Funded-$002024
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