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Sponsor portfolio

OIL PATCH GROUP

EIN 46-3726349-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$1.3M premiums
Participants
737
12012 WICKCHESTER LANE, SUITE 475 - HOUSTON, TX 77079361-576-0300oilpatchpro.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$6.6M - 466 part#501Mixed-$1.3M - 429 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 429 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Vision$146K
  • Life$146K
  • Short-term disability$146K
  • Long-term disability$146K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DEARBORN LIFE INSURANCE COMPANY11%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • MCGRIFF INSURANCE SERVICES INC5%
Total $64K2 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

OIL PATCH GROUP, INC. 401(K) PLAN

401k

Assets$6.6M
Participants466
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OIL PATCH GROUP BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.3M
Covered lives429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OIL PATCH GROUP, INC. 401(K) PLAN401k$6.6M4662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OIL PATCH GROUP BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TEXAS$1.3M4292025
Retirement plans
Welfare plans
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