Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Other$357K
- Dental$339K
- Vision$339K
- Life$339K
- +2 more
Sponsor portfolio
GENERA ENERGY, INC.
EIN 45-4907881Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$1.8M premiums
Participants
435
167 TELLICO PORT ROAD - VONORE, TN 378852435423-884-4124
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 327 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
- MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTH1%
Broker market share
Schedule A broker compensation
53%top
- CHRISTOPHER POYNTER53%
- THE BALDWIN GROUP WEST LLC45%
- CBIZ BENEFITS & INSURANCE SERVICES2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GENERA ENERGY 401(K) PLAN
401k
Assets$4.1M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GENERA ENERGY, INC. HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$1.8M
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENERA ENERGY 401(K) PLAN | 401k | $4.1M | 213 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GENERA ENERGY, INC. HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $1.8M | 327 | 2025 |
Retirement plans
Welfare plans