PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ENERGY SERVICES GROUP, LLC
Sponsor portfolio

ENERGY SERVICES GROUP, LLC

EIN 52-2262406-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$2.6M premiums
Participants
411
141 LONGWATER DRIVE, SUITE 113A - NORWELL, MA 02061781-347-9049
Plans on this EIN
2 filings
#001401k-$22.9M - 210 part#501Mixed-$2.6M - 370 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$161K
  • Life$84K
  • Long-term disability$84K
  • Other$84K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HARVARD PILGRIM HEALTH CARE90%
  • DELTA DENTAL OF CALIFORNIA6%
  • HARTFORD LIFE AND ACCIDENT3%
  • EYEMED VISION CARE1%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • IMA, INC.90%
  • INDIGO INSURANCE SVC10%
Total $57K2 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

ENERGY SERVICES GROUP, LLC 401(K) PLAN

401k

Assets$22.9M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENERGY SERVICES GROUP WELFARE BENEFITS PLAN

Mixed - HPHC INSURANCE COMPANY

Premiums$2.6M
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENERGY SERVICES GROUP, LLC 401(K) PLAN401k$22.9M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENERGY SERVICES GROUP WELFARE BENEFITS PLANMixedHPHC INSURANCE COMPANY$2.6M3702025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica