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Sponsor portfolio

FLYWHEEL ENERGY MANAGEMENT, LLC

EIN 36-4863019-Latest filing 2025
Plans
2
Retirement
1
$31.0M assets
Welfare
1
$4.6M premiums
Participants
656
621 NORTH ROBINSON, SUITE 300 - OKLAHOMA CITY, OK 73102405-641-2463
Plans on this EIN
2 filings
#001401k-$31.0M - 353 part#501Fully Insured-$4.6M - 1,162 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 1,162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Dental$4.1M
  • Prescription drug$4.1M
  • Other$383K
  • Life$275K
  • Short-term disability$275K
  • +2 more
Total $4.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
  • RELIASTAR LIFE INSURANCE COMPANY2%
  • AMERITAS LIFE INSURANCE CORP.1%
Total $4.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • NFP INSURANCE SERVICES INC100%
  • IMG0%
Total $254K2 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

FLYWHEEL ENERGY RETIREMENT PLAN

401k

Assets$31.0M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLYWHEEL ENERGY, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.6M
Covered lives1,162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLYWHEEL ENERGY RETIREMENT PLAN401k$31.0M3532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLYWHEEL ENERGY, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.6M1,1622025
Retirement plans
Welfare plans
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