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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
$6.4M premiums
Participants
14,239
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-$2.9M - 3,068 lives#503Fully Insured-$1.7M - 2,437 lives#502Fully Insured-$1.1M - 2,145 lives#505Fully Insured-$817K - 1,391 lives#504Self Funded-0 lives

Benefits portfolio analytics

5 plans / $6.4M premiums / 9,041 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.9M
  • Dental$1.7M
  • Vision$1.7M
  • Long-term disability$1.1M
  • Other$910K
  • Stop-loss$899K
Total $6.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA47%
  • AMERITAS LIFE INSURANCE CORP.26%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY14%
  • RELIASTAR LIFE INSURANCE COMPANY13%
Total $6.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • ROSS & YERGER INSURANCE INC90%
  • BENE RE LLC10%
Total $634K2 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$2.9M
Covered lives3,068
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ERGON DENTAL INSURANCE PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORP.

Premiums$1.7M
Covered lives2,437
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$1.1M
Covered lives2,145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ERGON VOLUNTARY PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$817K
Covered lives1,391
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$2.9M3,0682024
503ERGON DENTAL INSURANCE PLANFully InsuredAMERITAS LIFE INSURANCE CORP.$1.7M2,4372024
502GROUP LONG TERM DISABILITYFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$1.1M2,1452024
505ERGON VOLUNTARY PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$817K1,3912024
504ERGON, INC. CAFETERIA PLANSelf Funded-$002024
Retirement plans
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