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Sponsor portfolio

ENERGY TRANSFER LP

EIN 30-0108820-Latest filing 2025
Plans
3
Retirement
1
$2.79B assets
Welfare
2
$35.7M premiums
Participants
36,542
1300 MAIN STREET - HOUSTON, TX 77002713-979-7000
Plans on this EIN
3 filings
#001401k-$2.79B - 16,426 part#507Mixed-$17.9M - 1,984 lives#506Mixed-$17.8M - 18,153 lives

Benefits portfolio analytics

2 plans / $35.7M premiums / 20,137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$17.8M
  • Long-term disability$17.8M
  • Other$17.8M
Total $17.8M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $17.8M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $335K1 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$17.8M
Covered lives18,153
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$17.8M18,1532025
Retirement plans
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