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Sponsor portfolio

SERVICE ENERGY LLC

EIN 51-0328304-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$47K premiums
Participants
528
3799 N DUPONT HWY - DOVER, DE 199011574302-734-7433
Plans on this EIN
2 filings
#004401k-$10.5M - 273 part#505Fully Insured-$47K - 255 lives

Benefits portfolio analytics

1 plan / $47K premiums / 255 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $47K1 slice

Broker market share

Schedule A broker compensation

Split broker
63%top
  • L & W INSURANCE INC63%
  • ASSUREDPARTNERS37%
Total $6K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SERVICE ENERGY, LLC COMBINED PROFIT SHARING PLAN

401k

Assets$10.5M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SERVICE ENERGY LLC LIFE INSURANCE PLAN

Fully Insured - THE HARTFORD

Premiums$47K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004SERVICE ENERGY, LLC COMBINED PROFIT SHARING PLAN401k$10.5M2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SERVICE ENERGY LLC LIFE INSURANCE PLANFully InsuredTHE HARTFORD$47K2552025
Retirement plans
Welfare plans
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