Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KERN OIL AND REFINING COMPANY
EIN 33-0011506Latest filing 2025
Plans
3
Retirement
2
$42.3M assets
Welfare
1
$2.9M premiums
Participants
641
7724 EAST PANAMA LANE - BAKERSFIELD, CA 93307661-845-0761
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $42.3M assets / 442 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.9M premiums / 412 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Dental$875K
- Vision$875K
- Life$83K
- Long-term disability$83K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KERN OIL & REFINING CO. PROFIT SHARING PLAN
401k
Assets$25.9M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KERN OIL & REFINING COMPANY PENSION PLAN
MoneyPurchase
Assets$16.3M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KERN OIL AND REFINING GROUP INSURANCE PLAN
Fully Insured - AETNA HEALTH OF CALIFORNIA, INC.
Premiums$2.9M
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KERN OIL & REFINING CO. PROFIT SHARING PLAN | 401k | $25.9M | 211 | 2024 | |
| 001 | KERN OIL & REFINING COMPANY PENSION PLAN | MoneyPurchase | $16.3M | 231 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KERN OIL AND REFINING GROUP INSURANCE PLAN | Fully Insured | AETNA HEALTH OF CALIFORNIA, INC. | $2.9M | 412 | 2025 |
Retirement plans
Welfare plans