Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CALUMET GP, LLC
EIN 36-4579817Finance and InsuranceLatest filing 2024
Plans
4
Retirement
3
$332.9M assets
Welfare
1
$4.4M premiums
Participants
4,343
Retirement portfolio analytics
3 plans aggregated / $332.9M assets / 2,586 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.4M premiums / 2,979 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3.1M
- Short-term disability$3.1M
- Long-term disability$3.1M
- Other$3.1M
- Dental$1.2M
- Vision$171K
Carrier market share
Premium dollars by Schedule A carrier
70%top
- HARTFORD LIFE AND ACCIDENT70%
- UNITED HEALTHCARE INSURANCE COMPANY26%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
83%top
- MJ INSURANCE83%
- JAMES R NELLIGAN & ASSOCIATES LLC15%
- M J INSURANCE INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALUMET GP, LLC RETIREMENT SAVINGS PLAN
401k
Assets$307.0M
Participants2,144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENRECO PENSION PLAN
TraditionalDB
Assets$22.2M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
RETIREMENT PLAN FOR MONTANA REFINING EMPLOYEES OF CALUMET GP, LLC
TraditionalDB
Assets$3.7M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALUMET GP, LLC GROUP BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$4.4M
Covered lives2,979
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALUMET GP, LLC RETIREMENT SAVINGS PLAN | 401k | $307.0M | 2,144 | 2024 | |
| 002 | PENRECO PENSION PLAN | TraditionalDB | $22.2M | 320 | 2024 | |
| 008 | RETIREMENT PLAN FOR MONTANA REFINING EMPLOYEES OF CALUMET GP, LLC | TraditionalDB | $3.7M | 122 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALUMET GP, LLC GROUP BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $4.4M | 2,979 | 2024 |
Retirement plans
Welfare plans