PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PEMBINA US CORPORATION
Sponsor portfolio

PEMBINA US CORPORATION

EIN 20-3055482-Latest filing 2025
Plans
3
Retirement
2
$82.7M assets
Welfare
1
$6.2M premiums
Participants
1,018
1300 POST OAK BOULEVARD, SUITE 1050 - HOUSTON, TX 77056713-400-2800
Plans on this EIN
3 filings
#003401k-$68.3M - 333 part#002MoneyPurchase-$14.4M - 365 part#501Fully Insured-$6.2M - 752 lives

Retirement portfolio analytics

2 plans aggregated / $82.7M assets / 698 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • WEALTH ACCUMULATION PLAN (#003)83%
  • MONEY PURCHASE PENSION (#002)17%
Total $82.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#002)365
  • WEALTH ACCUMULATION PLAN (#003)333
Total 698Click row to drill in

Benefits portfolio analytics

1 plan / $6.2M premiums / 752 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.4M
  • Prescription drug$5.4M
  • Dental$781K
  • Vision$781K
  • Life$781K
  • Short-term disability$781K
  • +2 more
Total $6.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
Total $6.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $142K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN

401k

Assets$68.3M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PEMBINA U.S. CORPORATION AND AFFILIATES MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$14.4M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEMBINA US CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$6.2M
Covered lives752
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN401k$68.3M3332024
002PEMBINA U.S. CORPORATION AND AFFILIATES MONEY PURCHASE PENSION PLANMoneyPurchase$14.4M3652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEMBINA US CORPORATION HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$6.2M7522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica