PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WATERFLEET, LLC
Sponsor portfolio

WATERFLEET, LLC

EIN 46-4753356-utilities-Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$705K premiums
Participants
316
5110 SE LOOP 410 - SAN ANTONIO, TX 78222855-744-5222waterfleet.comLinkedIn51-200 employeesutilities
Plans on this EIN
2 filings
#001401k-$5.6M - 163 part#501Fully Insured-$705K - 370 lives

Benefits portfolio analytics

1 plan / $705K premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$647K
  • Dental$647K
  • Vision$647K
  • Prescription drug$647K
  • Life$58K
  • Short-term disability$58K
  • +2 more
Total $705K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Total $705K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • CROWN RISK MANAGEMENT, LLC82%
  • GCG FINANCIAL LLC17%
  • PLANSIGHT, INC.1%
Total $68K3 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

WATERFLEET 401(K) PLAN

401k

Assets$5.6M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WATERFLEET, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$705K
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WATERFLEET 401(K) PLAN401k$5.6M1632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WATERFLEET, LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$705K3702025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica