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Sponsor portfolio

BALANCE ENERGY LLC

EIN 47-1815789-Latest filing 2025
Plans
2
Retirement
1
$550K assets
Welfare
1
$85K premiums
Participants
223
11321 WINDFERN RD STE N - HOUSTON, TX 770644865281-890-7900
Plans on this EIN
2 filings
#002401k-$550K - 108 part#501Mixed-$85K - 107 lives

Benefits portfolio analytics

1 plan / $85K premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$32K
  • Life$24K
  • Other$24K
  • Short-term disability$11K
  • Long-term disability$10K
  • Vision$7K
Total $85K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $85K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DUPURE 401K PLAN

401k

Assets$550K
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BALANCE ENERGY LLC DBA DUPURE WRAP PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$85K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DUPURE 401K PLAN401k$550K1082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BALANCE ENERGY LLC DBA DUPURE WRAP PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$85K1072025
Retirement plans
Welfare plans
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