Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PLAINS AG, INC.
EIN 46-3450928Wholesale TradeLatest filing 2024
Plans
6
Retirement
2
$65.6M assets
Welfare
4
$500K premiums
Participants
1,689
3484 194 BUSINESS LOOP EAST - BEACH, ND 58621701-438-8741northernplainsequipment.comLinkedIn1-10 employees
Retirement portfolio analytics
2 plans aggregated / $65.6M assets / 699 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $500K premiums / 1,309 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$264K
- Life$97K
- Other$97K
- Long-term disability$56K
- Vision$42K
- Short-term disability$40K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA92%
- AMERITAS LIFE INSURANCE CORP.8%
Broker market share
Schedule A broker compensation
77%top
- GIS BENEFITS INC77%
- RHONDA PALUCK11%
- HOME OFFICE TPA PAYS COMMISSION8%
- BRAVERA INSURANCE INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PLAINS AG EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$41.1M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PLAINS AG RETIREMENT PLAN
401k
Assets$24.5M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
PLAINS AG LLC - DENTAL AND EYECARE PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$307K
Covered lives554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PLAINS AG LLC LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$97K
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
PLAINS AG LLC - LONG TERM DISABILITY PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$56K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
PLAINS AG LLC - SHORT TERM DISABILITY PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$40K
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PLAINS AG EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $41.1M | 332 | 2024 | |
| 001 | PLAINS AG RETIREMENT PLAN | 401k | $24.5M | 367 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | PLAINS AG LLC - DENTAL AND EYECARE PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $307K | 554 | 2024 | |
| 501 | PLAINS AG LLC LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $97K | 277 | 2024 | |
| 502 | PLAINS AG LLC - LONG TERM DISABILITY PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $56K | 238 | 2024 | |
| 503 | PLAINS AG LLC - SHORT TERM DISABILITY PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $40K | 240 | 2024 |
Retirement plans
Welfare plans