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Sponsor portfolio

REFINED TECHNOLOGIES, INC.

EIN 48-1245119-oil & energy-Latest filing 2025
Plans
3
Retirement
1
$53.9M assets
Welfare
2
$1.4M premiums
Participants
1,036
480 WILDWOOF FOREST DR - SPRING, TX 77380832-482-4253r-t-i.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$53.9M - 592 part#501Mixed-$962K - 477 lives#502Fully Insured-$389K - 401 lives

Benefits portfolio analytics

2 plans / $1.4M premiums / 878 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$509K
  • Vision$509K
  • Other$453K
  • Life$406K
  • Short-term disability$406K
  • Long-term disability$406K
Total $962K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY53%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA42%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $962K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • GALLAGHER BENEFIT SERVICES, INC.3%
  • ACCRETIVE ENROLLMENT SERVICES LLC1%
Total $120K3 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

REFINED TECHNOLOGIES 401(K) PLAN

401k

Assets$53.9M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

REFINED TECHNOLOGIES INC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$962K
Covered lives477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

REFINED TECHNOLOGIES INC HEALTH AND WELFARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$389K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REFINED TECHNOLOGIES 401(K) PLAN401k$53.9M5922025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501REFINED TECHNOLOGIES INC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$962K4772025
502REFINED TECHNOLOGIES INC HEALTH AND WELFARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$389K4012024
Retirement plans
Welfare plans
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