Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$325K
- Dental$205K
- Vision$205K
- Life$205K
- Short-term disability$205K
- Long-term disability$205K
- +1 more
Sponsor portfolio
WALTHALL OIL COMPANY
EIN 58-0833472oil & energyLatest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$569K premiums
Participants
375
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $569K premiums / 314 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- STEALTH PARTNER GROUP57%
- PRINCIPAL LIFE INSURANCE COMPANY36%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
- HCC LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
63%top
- SANFORD INSURANCE LLC63%
- THE CASON GROUP INC24%
- MARSH & MCLENNAN AGENCY LLC5%
- IMAGINE 3605%
- VELOCITY BENEFITS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WALTHALL OIL COMPANY 401K PROFIT SHARING PLAN
401k
Assets$9.8M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALTHALL OIL HEALTH AND WELFARE PLAN
Mixed - STEALTH/IISI
Premiums$569K
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WALTHALL OIL COMPANY 401K PROFIT SHARING PLAN | 401k | $9.8M | 166 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALTHALL OIL HEALTH AND WELFARE PLAN | Mixed | STEALTH/IISI | $569K | 314 | 2025 |
Retirement plans
Welfare plans