Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
502	MONROE ENERGY, LLC HEALTH AND WELFARE PLAN	Fully Insured	INDEPENDENCE BLUE CROSS - KEYSTONE	$11.8M	1,179	2025
501	MONROE ENERGY, LLC MEDICAL PLAN	Fully Insured	INDEPENDENCE BLUE CROSS - KEYSTONE	$9.4M	1,164	2024

Retirement plans

Welfare plans

Sponsor portfolio

MONROE ENERGY, LLC

EIN 45-5201144oil & energyLatest filing 2025

Plans

Retirement

$217.4M assets

Welfare

$21.2M premiums

Participants

1,843

4101 POST ROAD - TRAINER, PA 19061610-364-8260monroe-energy.comLinkedIn201-500 employeesoil & energy

Plans on this EIN

3 filings

#001401k-$217.4M - 615 part #502Fully Insured-$11.8M - 1,179 lives #501Fully Insured-$9.4M - 1,164 lives

Benefits portfolio analytics

2 plans / $21.2M premiums / 2,343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$7.0M
Life$1.5M
Short-term disability$1.5M
Long-term disability$1.5M
Other$1.5M
Dental$530K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

83%top

BLUE CROSS OF CALIFORNIA83%
HARTFORD LIFE AND ACCIDENT12%
DELTA DENTAL OF CALIFORNIA4%

Broker market share

Schedule A broker compensation

Single broker

100%top

MARSH & MCLENNAN AGENCY LLC100%

Plan deep-dives

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

Retirement#001

MONROE ENERGY RETIREMENT PLAN

401k

Assets$217.4M

Participants615

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502