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Sponsor portfolio

CARROLL INDEPENDENT FUEL LLC CO.

EIN 52-0265090-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$45.4M assets
Welfare
1
$323K premiums
Participants
1,593
18 LOVETON CIRCLE - SPARKS GLENCOE, MD 21152410-261-5460carrollfuel.netLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$45.4M - 1,212 part#501Mixed-$323K - 270 lives

Benefits portfolio analytics

1 plan / $323K premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$115K
  • Short-term disability$89K
  • Long-term disability$87K
  • Life$70K
  • Dental$32K
  • Vision$32K
Total $323K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $323K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $28K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARROLL INDEPENDENT FUEL 401(K) RETIREMENT PLAN

401k

Assets$45.4M
Participants1,212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARROLL INDEPENDENT FUEL LLC EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$323K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARROLL INDEPENDENT FUEL 401(K) RETIREMENT PLAN401k$45.4M1,2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARROLL INDEPENDENT FUEL LLC EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$323K2702025
Retirement plans
Welfare plans
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