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Sponsor portfolio

TOTAL EQUIPMENT MANAGEMENT SERVICES LLC

EIN 47-2795194-Latest filing 2025
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$1.5M premiums
Participants
495
16301 N. ROCKWELL AVE - EDMOND, OK 73013405-602-0668
Plans on this EIN
2 filings
#001401k-$13.1M - 307 part#501Fully Insured-$1.5M - 222 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 222 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$130K
  • Life$25K
  • Other$25K
  • Vision$24K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA9%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN2%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • RMJP EQUITY INC71%
  • ACRISURE LLC29%
Total $80K2 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

TOTAL EQUIPMENT 401(K) PLAN

401k

Assets$13.1M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOTAL EQUIPMENT MANAGEMENT SERVICES LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.5M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOTAL EQUIPMENT 401(K) PLAN401k$13.1M3072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOTAL EQUIPMENT MANAGEMENT SERVICES LLC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.5M2222025
Retirement plans
Welfare plans
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