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Sponsor portfolio

OXBOW CARBON LLC

EIN 04-2800610-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$177.2M assets
Welfare
1
$2.9M premiums
Participants
733
1601 FORUM PLACE, SUITE 1400 - WEST PALM BEACH, FL 33401561-907-5460
Plans on this EIN
2 filings
#002401k-$177.2M - 573 part#501Fully Insured-$2.9M - 1,108 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 1,108 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.7M
  • Other$570K
  • Dental$526K
  • Life$468K
  • Long-term disability$468K
  • Vision$105K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • RELIASTAR LIFE INSURANCE COMPANY60%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA16%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN2%
  • +3 more
Total $2.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • BENEFITSTORE INC0%
Total $136K2 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

OXBOW AFFILIATED COMPANIES RETIREMENT PLAN

401k

Assets$177.2M
Participants573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OXBOW AFFILIATED COMPANIES HEALTH BENEFITS PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives1,108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OXBOW AFFILIATED COMPANIES RETIREMENT PLAN401k$177.2M5732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OXBOW AFFILIATED COMPANIES HEALTH BENEFITS PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$2.9M1,1082024
Retirement plans
Welfare plans
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