Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TEXAS OIL & GAS ASSOCIATION, INC.
EIN 20-4669692oil & energyLatest filing 2025
Plans
3
Retirement
2
$6.1M assets
Welfare
1
$2.0M premiums
Participants
440
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 399 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$2.0M
- Prescription drug$2.0M
Carrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
Broker market share
Schedule A broker compensation
100%top
- BLUE CROSS BLUE SHIELD OF FLORIDA100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TEXAS OIL AND GAS ASSOCIATION, INC. RETIREMENT PLAN AND TRUST
401k
Assets$5.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
TEXAS OIL AND GAS ASSOCIATION, INC. CASH BALANCE PLAN
CashBalance
Assets$239K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH AND WELFARE TEXAS OIL & GAS ASSOCIATION
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.0M
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TEXAS OIL AND GAS ASSOCIATION, INC. RETIREMENT PLAN AND TRUST | 401k | $5.9M | 21 | 2025 | |
| 004 | TEXAS OIL AND GAS ASSOCIATION, INC. CASH BALANCE PLAN | CashBalance | $239K | 15 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH AND WELFARE TEXAS OIL & GAS ASSOCIATION | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $2.0M | 399 | 2025 |
Retirement plans
Welfare plans