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Sponsor portfolio

CARDINAL SERVICES, LLC

EIN 45-5089837-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$290K premiums
Participants
408
7514 HIGHWAY 90 WEST - NEW IBERIA, LA 70560337-359-4709cardinalsvc.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$6.7M - 232 part#501Mixed-$290K - 177 lives

Benefits portfolio analytics

1 plan / $290K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$136K
  • Dental$101K
  • Life$71K
  • Long-term disability$28K
  • Vision$25K
Total $290K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
  • THE LICOLN NATIONAL LIFE INSURANCE COMPANY8%
  • BLUE CROSS OF CALIFORNIA0%
Total $290K3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • HUB INTERNATIONAL MIDWEST LIMITED53%
  • ASSUREDPARTNERS29%
  • GIS BENEFITS INC18%
Total $79K3 slices

Plan deep-dives

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

CARDINAL SERVICES 401(K) & PSP

401k

Assets$6.7M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARDINAL SERVICES, LLC EMPLOYEE BENEFITS PLAN

Mixed - THE LINCOLN NATATIONAL LIFE INSURANCE COMPANY

Premiums$290K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARDINAL SERVICES 401(K) & PSP401k$6.7M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARDINAL SERVICES, LLC EMPLOYEE BENEFITS PLANMixedTHE LINCOLN NATATIONAL LIFE INSURANCE COMPANY$290K1772025
Retirement plans
Welfare plans
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