Sponsor portfolio

ONWARD ENERGY MANAGEMENT, LLC

EIN 47-5468489Latest filing 2025

Plans

Retirement

$73.0M assets

Welfare

$6.1M premiums

Participants

1,002

600 SEVENTEENTH STREET, SUITE 2400S - DENVER, CO 80202303-623-3041

Plans on this EIN

3 filings

#001401k-$36.5M - 339 part #002401k-$36.5M - 339 part #501Fully Insured-$6.1M - 324 lives

Retirement portfolio analytics

2 plans aggregated / $73.0M assets / 678 participants

Assets by plan

Share of aggregate retirement assets

50%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $6.1M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$5.5M
Life$632K
Short-term disability$632K
Long-term disability$632K
Other$632K
Dental$347K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

90%top

UNITEDHEALTHCARE INSURANCE COMPANY90%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
HARTFORD LIFE AND ACCIDENT0%

Broker market share

Schedule A broker compensation

Single broker

100%top

EDGEWOOD PARTNERS INSURANCE CENTER100%

Plan deep-dives

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

Retirement#001

ONWARD ENERGY 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$36.5M

Participants339

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002