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Sponsor portfolio

TRANSALTA USA, INC.

EIN 98-0220829-utilities-Latest filing 2024
Plans
3
Retirement
2
$86.8M assets
Welfare
1
$176K premiums
Participants
528
913 BIG HANAFORD ROAD - CENTRALIA, WA 985319101403-267-3673transaltausa.comLinkedIn201-500 employeesutilities
Plans on this EIN
3 filings
#002401k-$86.7M - 299 part#001TraditionalDB-$77K - 0 part#502Mixed-$176K - 293 lives

Retirement portfolio analytics

2 plans aggregated / $86.8M assets / 299 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • TRANSALTA RETIREMENT Savings (#002)100%
  • TRANSALTA RETIREMENT PENSION (#001)0%
Total $86.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRANSALTA RETIREMENT Savings (#002)299
Total 299Click row to drill in

Benefits portfolio analytics

1 plan / $176K premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$176K
  • Life$173K
  • Long-term disability$173K
Total $176K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA98%
  • TELUS HEALTH (US) LTD.1%
  • HARTFORD LIFE AND ACCIDENT1%
Total $176K3 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

TRANSALTA RETIREMENT SAVINGS PLAN

401k

Assets$86.7M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TRANSALTA RETIREMENT PENSION PLAN

TraditionalDB

Assets$77K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRANSALTA USA, INC. WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$176K
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRANSALTA RETIREMENT SAVINGS PLAN401k$86.7M2992024
001TRANSALTA RETIREMENT PENSION PLANTraditionalDB$77K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRANSALTA USA, INC. WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$176K2932024
Retirement plans
Welfare plans
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