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  2. OCCUNET, LLC
Sponsor portfolio

OCCUNET, LLC

EIN 27-1563468-insurance-Latest filing 2025
Plans
2
Retirement
1
$15.1M assets
Welfare
1
$288K premiums
Participants
465
1800 S. WASHINGTON, SUITE 300 - AMARILLO, TX 79102806-659-4529occunet.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$15.1M - 236 part#501Mixed-$288K - 421 lives

Benefits portfolio analytics

1 plan / $288K premiums / 421 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$288K
  • Vision$288K
  • Life$288K
  • Long-term disability$288K
  • Other$288K
Total $288K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $288K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FAIRLY CONSULTING GROUP LLC100%
Total $48K1 slice

Plan deep-dives

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

OCCUNET, LLC 401(K) PLAN

401k

Assets$15.1M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCCUNET, LLC WRAP PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$288K
Covered lives421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OCCUNET, LLC 401(K) PLAN401k$15.1M2362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCCUNET, LLC WRAP PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$288K4212025
Retirement plans
Welfare plans
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