Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Dental$3.5M
- Prescription drug$3.5M
- Other$328K
- Vision$307K
- Life$307K
- +2 more
Sponsor portfolioTH
SURGE OPERATING, LLC
EIN 47-4007427oil & energyLatest filing 2025
Plans
2
Retirement
1
$31.9M assets
Welfare
1
$3.9M premiums
Participants
338
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 479 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- DEARBORN LIFE INSURANCE COMPANY8%
- AFLAC0%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
93%top
- LOCKTON COMPANIES, LLC93%
- MARY H MUNOZ PHILIPS2%
- VERNA HEATH2%
- JANET RENO1%
- ENROLLEASE1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SURGE OPERATING, LLC 401(K) PLAN
401k
Assets$31.9M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SURGE OPERATING GROUP INSURANCE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$3.9M
Covered lives479
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURGE OPERATING, LLC 401(K) PLAN | 401k | $31.9M | 186 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SURGE OPERATING GROUP INSURANCE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $3.9M | 479 | 2025 |
Retirement plans
Welfare plans