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Sponsor portfolio

TOTAL DIRECTIONAL SERVICES

EIN 26-4417813-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$189K premiums
Participants
340
560 LOGISTICS DRIVE - WINDSOR, CO 80550970-220-6529totaldirectional.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$1.4M - 141 part#501Mixed-$189K - 199 lives

Benefits portfolio analytics

1 plan / $189K premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$189K
  • Vision$146K
  • Life$146K
  • Short-term disability$146K
  • Long-term disability$146K
Total $189K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA77%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY23%
Total $189K2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • SHIRAZI-MILLER BENEFITS LLC80%
  • GCG FINANCIAL LLC16%
  • T2B SOLUTIONS INC.4%
Total $31K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TOTAL DIRECTIONAL SERVICES 401(K) PLAN

401k

Assets$1.4M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOTAL DIRECTIONAL SERVICES, LLC WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$189K
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOTAL DIRECTIONAL SERVICES 401(K) PLAN401k$1.4M1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOTAL DIRECTIONAL SERVICES, LLC WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$189K1992025
Retirement plans
Welfare plans
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