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Sponsor portfolioTH

TD WILLIAMSON, LLC, FORMERLY KNOWN AS T.D. WILLIAMSON, INC.

EIN 73-0399110-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$127.8M assets
Welfare
1
$2.1M premiums
Participants
2,107
6120 S. YALE, SUITE 1700 - TULSA, OK 741364235918-447-5012tdwilliamson.comLinkedIn1001-5000 employeesoil & energy
Plans on this EIN
3 filings
#003401k-$127.5M - 1,175 part#001TraditionalDB-$222K - 0 part#501Mixed-$2.1M - 1,716 lives

Retirement portfolio analytics

2 plans aggregated / $127.8M assets / 1,175 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PLAN AND TRUST (#003)100%
  • WILLIAMSON, INC. PENSION (#001)0%
Total $127.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
  • (Not disclosed)0%
Total $127.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)1,175
Total 1,175Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$680K
  • Dental$612K
  • Other$473K
  • Long-term disability$202K
  • Vision$136K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA47%
  • DELTA DENTAL OF CALIFORNIA29%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
  • EYEMED VISION CARE6%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA3%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • AON CONSULTING INC86%
  • SHAWN NORTON8%
  • CUSTOM BENEFIT PROGRAMS INC6%
Total $222K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TD WILLIAMSON, LLC 401(K) THRIFT PLAN AND TRUST

401k

Assets$127.5M
Participants1,175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

T.D. WILLIAMSON, INC. PENSION PLAN

TraditionalDB

Assets$222K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TD WILLIAMSON, LLC, FORMERLY KNOWN AS T.D. WILLIAMSON, INC. WELFARE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.1M
Covered lives1,716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TD WILLIAMSON, LLC 401(K) THRIFT PLAN AND TRUST401k$127.5M1,1752024
001T.D. WILLIAMSON, INC. PENSION PLANTraditionalDB$222K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TD WILLIAMSON, LLC, FORMERLY KNOWN AS T.D. WILLIAMSON, INC. WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.1M1,7162025
Retirement plans
Welfare plans
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