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Sponsor portfolio

HEP SERVICES LLC

EIN 36-4855577-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2025
Plans
2
Retirement
1
$53.9M assets
Welfare
1
$7.0M premiums
Participants
930
16211 LA CANTERA PKWY #202 - SAN ANTONIO, TX 78256210-298-2222
Plans on this EIN
2 filings
#001401k-$53.9M - 533 part#502Fully Insured-$7.0M - 1,037 lives

Benefits portfolio analytics

1 plan / $7.0M premiums / 1,037 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$6.5M
  • Health$6.5M
  • Other$565K
  • Vision$549K
  • Life$494K
  • Short-term disability$494K
  • +1 more
Total $7.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $7.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MCGRIFF INSURANCE SERVICES INC99%
  • RETHINK WEALTH LLC1%
Total $26K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOWARD ENERGY PARTNERS 401(K) PLAN

401k

Assets$53.9M
Participants533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HEP SERVICES LLC WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$7.0M
Covered lives1,037
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOWARD ENERGY PARTNERS 401(K) PLAN401k$53.9M5332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HEP SERVICES LLC WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$7.0M1,0372024
Retirement plans
Welfare plans
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