Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$312K
- Vision$312K
- Other$149K
- Life$141K
- Short-term disability$42K
Sponsor portfolioTH
WALLIS OIL COMPANY INC.
EIN 43-0908410oil & energyLatest filing 2025
Plans
2
Retirement
1
$40.8M assets
Welfare
1
$644K premiums
Participants
1,863
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $644K premiums / 1,067 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY48%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY26%
- LIFE INSURANCE COMPANY OF NORTH AMERICA26%
Broker market share
Schedule A broker compensation
73%top
- CBIZ BENEFITS & INSURANCE SERVICES73%
- KEELER & ASSOCIATES21%
- MERCER HEALTH AND BENEFITS, LLC3%
- MORRIS JR SAMUEL R2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WALLIS COMPANIES 401(K) PLAN
401k
Assets$40.8M
Participants990
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
WALLIS COMPANIES WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$644K
Covered lives1,067
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALLIS COMPANIES 401(K) PLAN | 401k | $40.8M | 990 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | WALLIS COMPANIES WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $644K | 1,067 | 2025 |
Retirement plans
Welfare plans