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Sponsor portfolio

OMEGA TECHNICAL SERVICES

EIN 57-1017150-oil & energy-Latest filing 2025
Plans
3
Retirement
1
$14.0M assets
Welfare
2
$2.2M premiums
Participants
397
118 MITCHELL ROAD - OAK RIDGE, TN 37830865-272-3371omegaconsultants.usLinkedIn11-50 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$14.0M - 228 part#501Fully Insured-$1.9M - 245 lives#502Mixed-$263K - 320 lives

Benefits portfolio analytics

2 plans / $2.2M premiums / 565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$198K
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • PRINCIPAL2%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • KATHERINE DILLARD63%
  • GALLAGHER BENEFIT SERVICES, INC.37%
Total $122K2 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

OMEGA CONSULTANTS, INC. 401(K) PLAN

401k

Assets$14.0M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OMEGA TECHNICAL SERVICES HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE

Premiums$1.9M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OMEGA TECHNICAL SERVICES EMPLOYEE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$263K
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OMEGA CONSULTANTS, INC. 401(K) PLAN401k$14.0M2282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OMEGA TECHNICAL SERVICES HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE$1.9M2452025
502OMEGA TECHNICAL SERVICES EMPLOYEE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$263K3202024
Retirement plans
Welfare plans
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