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  2. ERGON, INC.
Sponsor portfolioTH

ERGON, INC.

EIN 64-0503423-oil & energy-Latest filing 2025
Plans
6
Retirement
1
$770.8M assets
Welfare
5
$8.5M premiums
Participants
17,349
2829 LAKELAND DRIVE,SUITE 2000 - FLOWOOD, MS 392327611601-933-3000ergon.comLinkedIn1001-5000 employeesoil & energy
Plans on this EIN
6 filings
#002401k-$770.8M - 4,647 part#501Mixed-$3.5M - 3,871 lives#503Fully Insured-$2.0M - 3,141 lives#502Fully Insured-$2.0M - 3,769 lives#505Fully Insured-$926K - 1,552 lives#504Self Funded-0 lives

Benefits portfolio analytics

5 plans / $8.5M premiums / 12,333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.4M
  • Dental$2.0M
  • Vision$2.0M
  • Long-term disability$2.0M
  • Stop-loss$1.1M
  • Other$1.0M
Total $8.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA53%
  • AMERITAS LIFE INSURANCE CORP.24%
  • UNITED HEALTHCARE STOP LOSS12%
  • RELIASTAR LIFE INSURANCE COMPANY11%
Total $8.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • ROSS & YERGER INSURANCE INC79%
  • BENEFIT TECHNOLOGY RESOURCES15%
  • BENE RE LLC6%
Total $1.2M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ERGON 401(K) PLAN

401k

Assets$770.8M
Participants4,647
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP LIFE ACCIDENT & HEALTH INSURANCE

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3.5M
Covered lives3,871
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ERGON DENTAL INSURANCE PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORP.

Premiums$2.0M
Covered lives3,141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP LONG TERM DISABILITY

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.0M
Covered lives3,769
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ERGON VOLUNTARY PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$926K
Covered lives1,552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ERGON, INC. CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ERGON 401(K) PLAN401k$770.8M4,6472025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP LIFE ACCIDENT & HEALTH INSURANCEMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3.5M3,8712025
503ERGON DENTAL INSURANCE PLANFully InsuredAMERITAS LIFE INSURANCE CORP.$2.0M3,1412025
502GROUP LONG TERM DISABILITYFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$2.0M3,7692025
505ERGON VOLUNTARY PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$926K1,5522025
504ERGON, INC. CAFETERIA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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