Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Dental$2.5M
- Prescription drug$2.5M
- Other$74K
- Life$51K
- Vision$26K
- +2 more
Sponsor portfolio
OTC GLOBAL HOLDINGS, LP
EIN 20-8675090oil & energyLatest filing 2024
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$2.6M premiums
Participants
443
5151 SAN FELIPE, SUITE 2200 - HOUSTON, TX 77056713-358-5450otcgh.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 384 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- TRUSTMARK INSURANCE COMPANY3%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
60%top
- BRANDON PENKO60%
- ALLIANT INSURANCE SERVICES, INC.40%
- OTC GLOBAL HOLDINGS, LP0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OTC GLOBAL HOLDINGS LP 401(K) PROFIT SHARING PLAN
401k
Assets$25.7M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
OTC GLOBAL HOLDINGS, LP WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$2.6M
Covered lives384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OTC GLOBAL HOLDINGS LP 401(K) PROFIT SHARING PLAN | 401k | $25.7M | 294 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | OTC GLOBAL HOLDINGS, LP WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $2.6M | 384 | 2024 |
Retirement plans
Welfare plans