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Sponsor portfolio

ENERGY 1 LLC

EIN 38-3800615-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$1.4M premiums
Participants
348
2042 STADIUM DR, SUITE 2 - BOZEMAN, MT 59715406-587-2917energy-1.netLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#002401k-$3.4M - 198 part#501Fully Insured-$1.4M - 207 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$174K
  • Vision$174K
  • Life$174K
  • Short-term disability$174K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MARSH & MCLENNAN AGENCY LLC71%
  • ALLIANT INSURANCE SERVICES, INC.29%
Total $75K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ENERGY 1 401(K) RETIREMENT PLAN

401k

Assets$3.4M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENERGY 1 LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$1.4M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ENERGY 1 401(K) RETIREMENT PLAN401k$3.4M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENERGY 1 LLC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MONTANA$1.4M2072025
Retirement plans
Welfare plans
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