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Sponsor portfolio

VERSABAR, INCORPORATED

EIN 72-0926021-oil & energy-Latest filing 2024
Plans
2
Retirement
1
$53.9M assets
Welfare
1
$3.4M premiums
Participants
704
11349 FM 529 - HOUSTON, TX 77041713-937-3100vbar.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$53.9M - 407 part#503Fully Insured-$3.4M - 445 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 445 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Vision$220K
  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • STANDARD INSURANCE COMPANY6%
  • HUMANA INSURANCE COMPANY5%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • LOCKTON COMPANIES, LLC93%
  • CALDERWOOD FINANCIAL STRATEGIES INC8%
  • VERSABAR, INC.0%
  • KILPATRICK COMPANIES LLC-0%
Total $197K4 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

VERSABAR 401(K) PROFIT SHARING PLAN

401k

Assets$53.9M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

VERSABAR, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.4M
Covered lives445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERSABAR 401(K) PROFIT SHARING PLAN401k$53.9M4072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503VERSABAR, INC. HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.4M4452024
Retirement plans
Welfare plans
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