PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JOHN W. STONE OIL DISTRIBUTOR, L.L.C.
Sponsor portfolio

JOHN W. STONE OIL DISTRIBUTOR, L.L.C.

EIN 72-1322067-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$27.6M assets
Welfare
1
$903K premiums
Participants
706
1601 BELLE CHASSE, SUITE 300 - TERRYTOWN, LA 70056504-374-0173stoneoil.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#002401k-$27.6M - 388 part#504Mixed-$903K - 584 lives

Benefits portfolio analytics

1 plan / $903K premiums / 584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$662K
  • Life$513K
  • Short-term disability$513K
  • Long-term disability$513K
  • Dental$207K
  • Vision$34K
Total $903K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA57%
  • AMERITAS LIFE INSURANCE CORP.23%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY14%
  • EYEMED VISION CARE4%
  • FIRST STOP HEALTH3%
Total $903K5 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • MCGRIFF INSURANCE SERVICES INC61%
  • MARSH & MCLENNAN AGENCY LLC29%
  • AGM BENEFITS10%
Total $135K3 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

JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN

401k

Assets$27.6M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

JOHN W. STONE OIL DISTRIBUTOR, L.L.C. WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$903K
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JOHN W. STONE OIL DISTRIBUTOR, L.L.C. 401(K) RETIREMENT PLAN401k$27.6M3882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504JOHN W. STONE OIL DISTRIBUTOR, L.L.C. WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$903K5842025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica