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  2. MEDALLION OPERATING COMPANY, LLC
Sponsor portfolio

MEDALLION OPERATING COMPANY, LLC

EIN 45-4004852-Transportation and Warehousing-Latest filing 2024
Plans
3
Retirement
1
$14.6M assets
Welfare
2
$2.4M premiums
Participants
285
100 W. FIFTH STREET - TULSA, OK 74103918-588-7000
Plans on this EIN
3 filings
#002401k-$14.6M - 120 part#502Fully Insured-$2.4M - 465 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.4M premiums / 465 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Vision$140K
  • Life$140K
  • Short-term disability$140K
  • Long-term disability$140K
  • Other$140K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $106K1 slice

Plan deep-dives

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

MEDALLION 401(K) PLAN

401k

Assets$14.6M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEDALLION OPERATING COMPANY, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.4M
Covered lives465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MEDALLION OPERATING COMPANY, LLC CHANGE OF CONTROL SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MEDALLION 401(K) PLAN401k$14.6M1202024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEDALLION OPERATING COMPANY, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.4M4652024
503MEDALLION OPERATING COMPANY, LLC CHANGE OF CONTROL SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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