PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Transalta USA, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Transalta USA, Inc.

EIN 98-0220829-utilities-Latest filing 2025
Plans
3
Retirement
2
$98.4M assets
Health & Benefits
1
$204K premiums
Participants
491
913 BIG HANAFORD ROAD - CENTRALIA, WA 985319101403-267-3673transaltausa.comLinkedIn201-500 employeesutilities
Plans on this EIN
3 filings
#002401(k)-$98.3M - 288 part#001Traditional DB-$77K - 0 part#502Mixed-$204K - 265 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $98.4M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

  • TRANSALTA RETIREMENT Savings (#002)$98.3M
  • TRANSALTA RETIREMENT PENSION (#001)$77K
Total $98.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TRANSALTA RETIREMENT Savings (#002)288
Total 288Select a row to open it

Benefits portfolio analytics

1 plan / $204K premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$204K
  • Life$199K
  • Long-term disability$199K
Total $204K3 rows
See carrier market share with Pro.
Pro unlocks:
  • Top carriers and their premium share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

TRANSALTA RETIREMENT SAVINGS PLAN

401(k)

Assets$98.3M
Participants288
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

TRANSALTA RETIREMENT PENSION PLAN

Traditional DB

Assets$77K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

TRANSALTA USA, INC. WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$204K
Covered lives265
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TRANSALTA RETIREMENT SAVINGS PLAN401(k)$98.3M2882025
#001TRANSALTA RETIREMENT PENSION PLANTraditional DB$77K02024
  • TRANSALTA RETIREMENT SAVINGS PLAN$98.3M
    #002 · 401(k) · 2025288
  • TRANSALTA RETIREMENT PENSION PLAN$77K
    #001 · Traditional DB · 20240

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502TRANSALTA USA, INC. WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$204K2652025
  • TRANSALTA USA, INC. WELFARE PLAN$204K
    #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025265
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica