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  2. EQUINOR US HOLDINGS INC.
Sponsor portfolio

EQUINOR US HOLDINGS INC.

EIN 13-3415760-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2025
Plans
3
Retirement
2
$559.4M assets
Welfare
1
$20.2M premiums
Participants
2,724
600 WASHINGTON BLVD, SUITE 800 - STAMFORD, CT 06901713-918-8200LinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$337.5M - 972 part#002MoneyPurchase-$221.9M - 1,069 part#501Mixed-$20.2M - 1,702 lives

Retirement portfolio analytics

2 plans aggregated / $559.4M assets / 2,041 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • 401(K) RETIREMENT PLAN (#001)60%
  • MONEY PURCHASE PENSION (#002)40%
Total $559.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • T ROWE PRICE RPS INC100%
Total $559.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#002)1,069
  • 401(K) RETIREMENT PLAN (#001)972
Total 2,041Click row to drill in

Benefits portfolio analytics

1 plan / $20.2M premiums / 1,702 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.4M
  • Vision$18.4M
  • Prescription drug$18.4M
  • Dental$1.1M
  • Other$778K
  • Life$756K
  • +1 more
Total $20.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • AETNA LIFE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $20.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $179K1 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$337.5M
Participants972
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$221.9M
Participants1,069
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$20.2M
Covered lives1,702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EQUINOR US HOLDINGS INC. 401(K) RETIREMENT PLAN401k$337.5M9722025
002EQUINOR US HOLDINGS INC. MONEY PURCHASE PENSION PLANMoneyPurchase$221.9M1,0692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EQUINOR WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE CO.$20.2M1,7022025
Retirement plans
Welfare plans
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