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Sponsor portfolio

GENSERVE, LLC

EIN 11-3041060-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$21.4M assets
Welfare
1
$4.1M premiums
Participants
736
100 NEWTOWN ROAD - PLAINVIEW, NY 11803631-435-0437genserveinc.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#004401k-$21.4M - 340 part#501Fully Insured-$4.1M - 346 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$4.0M
  • Vision$4.0M
  • Life$92K
  • Long-term disability$92K
  • Other$92K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • HARTFORD LIFE AND ACCIDENT2%
Total $4.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • XPRN ENTERPRISES67%
  • PROFESSIONAL GROUP PLANS INC27%
  • LOCKTON COMPANIES, LLC6%
Total $203K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

GENSERVE LLC 401(K) PROFIT SHARING PLAN

401k

Assets$21.4M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GENSERVE, LLC WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.1M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004GENSERVE LLC 401(K) PROFIT SHARING PLAN401k$21.4M3402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GENSERVE, LLC WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.1M3462025
Retirement plans
Welfare plans
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