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  2. ENERGY TRANSFER LP
Sponsor portfolio

ENERGY TRANSFER LP

EIN 30-0108820-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2024
Plans
3
Retirement
1
$2.79B assets
Welfare
2
$33.7M premiums
Participants
35,982
1300 MAIN STREET, SUITE 15034 - HOUSTON, TX 77002713-989-7572
Plans on this EIN
3 filings
#001401k-$2.79B - 16,426 part#507Mixed-$17.9M - 1,984 lives#506Mixed-$15.8M - 17,010 lives

Benefits portfolio analytics

2 plans / $33.7M premiums / 18,994 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$16.2M
  • Long-term disability$15.8M
  • Other$15.8M
  • Health$44K
Total $33.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • AETNA LIFE INSURANCE COMPANY52%
  • SUN LIFE ASSURANCE COMPANY OF CANADA48%
  • BLUE CROSS OF CALIFORNIA0%
Total $33.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $362K1 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

ENERGY TRANSFER LP 401(K) PLAN

401k

Assets$2.79B
Participants16,426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

ENERGY TRANSFER LP POSTRETIREMENT MEDICAL AND DEATH BENEFIT PROGRAM

Mixed - AETNA LIFE INSURANCE CO.

Premiums$17.9M
Covered lives1,984
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

ENERGY TRANSFER LP HEALTH AND WELFARE PROGRAM FOR ACTIVE EMPLOYEES

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$15.8M
Covered lives17,010
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENERGY TRANSFER LP 401(K) PLAN401k$2.79B16,4262024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
507ENERGY TRANSFER LP POSTRETIREMENT MEDICAL AND DEATH BENEFIT PROGRAMMixedAETNA LIFE INSURANCE CO.$17.9M1,9842024
506ENERGY TRANSFER LP HEALTH AND WELFARE PROGRAM FOR ACTIVE EMPLOYEESMixedSUN LIFE ASSURANCE COMPANY OF CANADA$15.8M17,0102024
Retirement plans
Welfare plans
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