Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$46K
- Vision$46K
- Life$41K
- Short-term disability$41K
- Other$41K
Sponsor portfolio
HERDRICH PETROLEUM CORPORATION
EIN 35-1348760oil & energyLatest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$46K premiums
Participants
302
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $46K premiums / 114 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- SUN LIFE ASSURANCE COMPANY OF CANADA90%
- AMERITAS LIFE INSURANCE CORP.10%
Broker market share
Schedule A broker compensation
76%top
- MARSH & MCLENNAN AGENCY LLC76%
- THE CASON GROUP INC19%
- THE CARSON GROUP INC2%
- WATCHTOWER TECHNOLOGIES INC1%
- C2 CENTRIC LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERDRICH PETROLEUM CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$4.5M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERDRICH PETROLEUM CORPORATION EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$46K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERDRICH PETROLEUM CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $4.5M | 188 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERDRICH PETROLEUM CORPORATION EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $46K | 114 | 2024 |
Retirement plans
Welfare plans