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Sponsor portfolio

ENERGY SERVICES, INC.

EIN 39-1443614-computer software-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.3M premiums
Participants
232
2817 FISH HATCHERY RD, SUITE 2 - FITCHBURG, WI 53713608-267-8601energyservicesmedia.comLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001401k-$3.5M - 138 part#501Mixed-$1.3M - 94 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 94 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$1.1M
  • Life$96K
  • Short-term disability$96K
  • Long-term disability$96K
  • Other$96K
  • Dental$63K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION87%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $28K1 slice

Plan deep-dives

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

ENERGY SERVICES, INC. 401(K) PLAN

401k

Assets$3.5M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENERGY SERVICES, INC. EMPLOYEE BENEFITS PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.3M
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENERGY SERVICES, INC. 401(K) PLAN401k$3.5M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENERGY SERVICES, INC. EMPLOYEE BENEFITS PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.3M942025
Retirement plans
Welfare plans
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