Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Other$193K
- Life$186K
- Short-term disability$186K
- Long-term disability$186K
- +2 more
Sponsor portfolio
WTI HOLDINGS, LLC
EIN 47-1044432Latest filing 2025
Plans
2
Retirement
1
$33.8M assets
Welfare
1
$2.8M premiums
Participants
594
110 S. HARTFORD AVE, SUITE 2502 - TULSA, OK 74120800-324-0936
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 293 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- DEARBORN LIFE INSURANCE COMPANY7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, 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
WATERFIELD TECHNOLOGIES 401(K) PLAN
401k
Assets$33.8M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WTI HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$2.8M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATERFIELD TECHNOLOGIES 401(K) PLAN | 401k | $33.8M | 424 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WTI HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $2.8M | 293 | 2025 |
Retirement plans
Welfare plans