Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.0M
- Long-term disability$1.0M
- Other$1.0M
- Dental$890K
Sponsor portfolio
HARTREE PARTNERS, LP
EIN 13-3937429oil & energyLatest filing 2024
Plans
2
Retirement
1
$95.2M assets
Welfare
1
$1.9M premiums
Participants
741
1185 AVENUE OF THE AMERICAS, 9TH FLOOR - NEW YORK, NY 10036212-536-8997hartreepartners.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 2,052 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- DELTA DENTAL OF CALIFORNIA47%
- STANDARD INSURANCE COMPANY41%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK13%
- ACE AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN
401k
Assets$95.2M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HARTREE PARTNER, LP HEALTH & WELFARE PLAN
Mixed - NE DELTA DENTAL
Premiums$1.9M
Covered lives2,052
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN | 401k | $95.2M | 484 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HARTREE PARTNER, LP HEALTH & WELFARE PLAN | Mixed | NE DELTA DENTAL | $1.9M | 2,052 | 2024 |
Retirement plans
Welfare plans