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Sponsor portfolio

AETHON ENERGY OPERATING, LLC

EIN 47-1238081-investment management-Latest filing 2025
Plans
3
Retirement
1
$46.8M assets
Welfare
2
$1.0M premiums
Participants
1,047
12377 MERIT DRIVE, SUITE 1200 - DALLAS, TX 75251214-750-3397LinkedIn51-200 employeesinvestment management
Plans on this EIN
3 filings
#001401k-$46.8M - 367 part#502Mixed-$545K - 336 lives#503Fully Insured-$501K - 343 lives

Benefits portfolio analytics

2 plans / $1.0M premiums / 679 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$506K
  • Life$501K
  • Short-term disability$501K
  • Long-term disability$501K
  • Dental$458K
  • Vision$82K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA48%
  • SUN LIFE ASSURANCE COMPANY OF CANADA44%
  • VISION SERVICE PLAN8%
  • AETNA LIFE INSURANCE COMPANY0%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $115K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AETHON ENERGY OPERATING LLC EMPLOYEE SAVINGS PLAN

401k

Assets$46.8M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AETHON ENERGY OPERATING, LLC WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$545K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

AETHON ENERGY OPERATING, LLC LIFE, ACCIDENT, AND DISABILITY BENEFITS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$501K
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AETHON ENERGY OPERATING LLC EMPLOYEE SAVINGS PLAN401k$46.8M3672024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AETHON ENERGY OPERATING, LLC WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$545K3362025
503AETHON ENERGY OPERATING, LLC LIFE, ACCIDENT, AND DISABILITY BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$501K3432025
Retirement plans
Welfare plans
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