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  1. Companies/
  2. EQUINOR US HOLDINGS INC.
Sponsor portfolio

EQUINOR US HOLDINGS INC.

EIN 13-3415760-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2024
Plans
3
Retirement
2
$509.3M assets
Welfare
1
$20.1M premiums
Participants
2,889
600 WASHINGTON BLVD, SUITE 800 - STAMFORD, CT 06901713-918-8200LinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$309.7M - 1,051 part#002MoneyPurchase-$199.6M - 1,139 part#501Mixed-$20.1M - 1,822 lives

Retirement portfolio analytics

2 plans aggregated / $509.3M assets / 2,190 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • 401(K) RETIREMENT PLAN (#001)61%
  • MONEY PURCHASE PENSION (#002)39%
Total $509.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • T ROWE PRICE RPS INC100%
Total $509.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#002)1,139
  • 401(K) RETIREMENT PLAN (#001)1,051
Total 2,190Click row to drill in

Benefits portfolio analytics

1 plan / $20.1M premiums / 1,822 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$19.2M
  • Dental$19.2M
  • Vision$19.2M
  • Prescription drug$19.2M
  • Other$940K
  • Life$918K
  • +1 more
Total $20.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $20.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $154K1 slice

Plan deep-dives

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

EQUINOR US HOLDINGS INC. 401(K) RETIREMENT PLAN

401k

Assets$309.7M
Participants1,051
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$199.6M
Participants1,139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EQUINOR WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$20.1M
Covered lives1,822
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EQUINOR US HOLDINGS INC. 401(K) RETIREMENT PLAN401k$309.7M1,0512024
002EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLANMoneyPurchase$199.6M1,1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EQUINOR WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE CO.$20.1M1,8222024
Retirement plans
Welfare plans
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