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Sponsor portfolioTH

PORTLAND GENERAL ELECTRIC COMPANY

EIN 93-0256820-utilities-Latest filing 2024
Plans
4
Retirement
2
$1.73B assets
Welfare
2
$25.6M premiums
Participants
13,295
121 SW SALMON STREET - PORTLAND, OR 972042901503-464-7693portlandgeneral.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
4 filings
#005401k-$1.23B - 4,096 part#001TraditionalDB-$491.8M - 2,237 part#527Fully Insured-$24.8M - 4,778 lives#506Mixed-$789K - 565 lives

Retirement portfolio analytics

2 plans aggregated / $1.73B assets / 6,333 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • COMPANY 401K PLAN (#005)72%
  • ELECTRIC COMPANY PENSION (#001)28%
Total $1.73BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
72%top
  • FIDELITY INVESTMENTS INSTITUTIONAL72%
  • AON CONSULTING28%
Total $1.73BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY 401K PLAN (#005)4,096
  • ELECTRIC COMPANY PENSION (#001)2,237
Total 6,333Click row to drill in

Benefits portfolio analytics

2 plans / $25.6M premiums / 5,343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.7M
  • Prescription drug$18.7M
  • Vision$17.5M
  • Dental$16.9M
  • Life$5.6M
  • Long-term disability$4.8M
  • +2 more
Total $25.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • KAISER FOUNDATION HEALTH PLAN INC66%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • PROVIDENCE HEALTH PLAN7%
  • VISION SERVICE PLAN2%
  • HARTFORD LIFE AND ACCIDENT1%
  • +2 more
Total $25.6M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $229K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN

401k

Assets$1.23B
Participants4,096
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PORTLAND GENERAL ELECTRIC COMPANY PENSION PLAN

TraditionalDB

Assets$491.8M
Participants2,237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#527

PORTLAND GENERAL ELECTRIC COMPANY HEALTH AND WELFARE PLAN FOR ACTIVE EMPLOYEES

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$24.8M
Covered lives4,778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

PORTLAND GENERAL ELECTRIC COMPANY INACTIVE HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$789K
Covered lives565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN401k$1.23B4,0962024
001PORTLAND GENERAL ELECTRIC COMPANY PENSION PLANTraditionalDB$491.8M2,2372024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
527PORTLAND GENERAL ELECTRIC COMPANY HEALTH AND WELFARE PLAN FOR ACTIVE EMPLOYEESFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$24.8M4,7782024
506PORTLAND GENERAL ELECTRIC COMPANY INACTIVE HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$789K5652024
Retirement plans
Welfare plans
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