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Sponsor portfolio

IRVING OIL TERMINALS INC

EIN 04-3430664-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$83.6M assets
Welfare
1
$16.0M premiums
Participants
1,725
190 COMMERCE WAY - PORTSMOUTH, NH 03801506-202-2000LinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$81.0M - 1,008 part#003TraditionalDB-$2.6M - 21 part#501Fully Insured-$16.0M - 1,309 lives

Retirement portfolio analytics

2 plans aggregated / $83.6M assets / 1,029 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • EMPLOYEES 401K PLAN (#001)97%
  • TERMINALS, INC. PENSION (#003)3%
Total $83.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • MILLIMAN, INC.97%
  • (Not disclosed)3%
Total $83.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES 401K PLAN (#001)1,008
  • TERMINALS, INC. PENSION (#003)21
Total 1,029Click row to drill in

Benefits portfolio analytics

1 plan / $16.0M premiums / 1,309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$14.8M
  • Health$14.7M
  • Dental$622K
  • Life$314K
  • Long-term disability$229K
  • Other$32K
  • +1 more
Total $16.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • DELTA DENTAL OF CALIFORNIA4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • RED TREE INSURANCE COMPANY, INC.0%
Total $16.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ACADIA BENEFITS INC100%
  • COMBINED SERVICES LLC0%
Total $224K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IRVING USA EMPLOYEES 401K PLAN

401k

Assets$81.0M
Participants1,008
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

IRVING OIL TERMINALS, INC. PENSION PLAN

TraditionalDB

Assets$2.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IRVING OIL CORPORATION CAFETERIA PLAN 125

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$16.0M
Covered lives1,309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IRVING USA EMPLOYEES 401K PLAN401k$81.0M1,0082024
003IRVING OIL TERMINALS, INC. PENSION PLANTraditionalDB$2.6M212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IRVING OIL CORPORATION CAFETERIA PLAN 125Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$16.0M1,3092025
Retirement plans
Welfare plans
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