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Sponsor portfolio

PUGET CONSUMERS CO-OP

EIN 91-6031913-Latest filing 2025
Plans
4
Retirement
2
$47.4M assets
Welfare
2
$653K premiums
Participants
4,032
1320 4TH AVENUE, SUITE A - SEATTLE, WA 98101206-547-1222
Plans on this EIN
4 filings
#003401k-$29.5M - 294 part#002401k-$17.9M - 1,237 part#503Fully Insured-$653K - 1,148 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $47.4M assets / 1,531 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PLAN & TRUST (#003)62%
  • PLAN & TRUST (#002)38%
Total $47.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)1,237
  • PLAN & TRUST (#003)294
Total 1,531Click row to drill in

Benefits portfolio analytics

2 plans / $653K premiums / 1,148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$653K
  • Short-term disability$653K
  • Long-term disability$653K
  • Other$653K
Total $653K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $653K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $103K1 slice

Plan deep-dives

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

PUGET CONSUMERS' CO-OP NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST

401k

Assets$29.5M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PUGET CONSUMERS' CO-OP UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST

401k

Assets$17.9M
Participants1,237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LIFE AND DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$653K
Covered lives1,148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GROUP HEALTH PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PUGET CONSUMERS' CO-OP NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST401k$29.5M2942024
002PUGET CONSUMERS' CO-OP UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST401k$17.9M1,2372024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LIFE AND DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$653K1,1482025
504GROUP HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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