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Sponsor portfolio

PAUL TRANSPORTATION, INC.

EIN 71-0921816-Latest filing 2025
Plans
3
Retirement
1
$3.5M assets
Welfare
2
$445K premiums
Participants
766
15202 EAST ADMIRAL PLACE - TULSA, OK 74116918-447-2103
Plans on this EIN
3 filings
#001401k-$3.5M - 367 part#502Fully Insured-$285K - 310 lives#501Mixed-$160K - 761 lives

Benefits portfolio analytics

2 plans / $445K premiums / 1,071 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$438K
  • Dental$369K
  • Life$369K
  • Short-term disability$369K
  • Long-term disability$369K
  • Vision$292K
Total $445K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY64%
  • UNITEDHEALTHCARE INSURANCE COMPANY19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • EYEMED VISION CARE2%
Total $445K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • ALLIANT INSURANCE SERVICES, INC.87%
  • THE FRANCIS GROUP LLC3%
  • WATCHTOWER BENEFITS, LLC3%
  • ALICE RYAN STRIBLING2%
  • SHANNON MARIE BALDWIN2%
  • +3 more
Total $80K8 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

PAUL TRANSPORTATION, INC. 401(K) PLAN

401k

Assets$3.5M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PAUL TRANSPORTATION ANCILLARY HEALTH PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$285K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PAUL TRANSPORTATION HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$160K
Covered lives761
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAUL TRANSPORTATION, INC. 401(K) PLAN401k$3.5M3672024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PAUL TRANSPORTATION ANCILLARY HEALTH PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$285K3102025
501PAUL TRANSPORTATION HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$160K7612025
Retirement plans
Welfare plans
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