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  2. T. D. Williamson, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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T. D. Williamson, Inc.

EIN 73-0399110-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$148.1M assets
Health & Benefits
1
$2.1M premiums
Participants
2,136
6120 S YALE, SUITE 1700 - TULSA, OK 741364235918-447-5012tdwilliamson.comLinkedIn1001-5000 employeesoil & energy
Plans on this EIN
3 filings
#003401(k)-$147.9M - 1,204 part#001Traditional DB-$185K - 0 part#501Mixed-$2.1M - 1,716 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $148.1M assets / 1,204 participants

Assets by plan

Share of aggregate retirement assets

  • WILLIAMSON, LLC 401(K) (#003)$147.9M
  • WILLIAMSON, INC. PENSION (#001)$185K
Total $148.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • WILLIAMSON, LLC 401(K) (#003)1,204
Total 1,204Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

TD WILLIAMSON, LLC 401(K) PLAN

401(k)

Assets$147.9M
Participants1,204
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

T.D. WILLIAMSON, INC. PENSION PLAN

Traditional DB

Assets$185K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003TD WILLIAMSON, LLC 401(K) PLAN401(k)$147.9M1,2042025
#001T.D. WILLIAMSON, INC. PENSION PLANTraditional DB$185K02025
  • TD WILLIAMSON, LLC 401(K) PLAN$147.9M
    #003 · 401(k) · 20251,204
  • T.D. WILLIAMSON, INC. PENSION PLAN$185K
    #001 · Traditional DB · 20250

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TD WILLIAMSON, LLC, FORMERLY KNOWN AS T.D. WILLIAMSON, INC. WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.1M1,7162025
  • TD WILLIAMSON, LLC, FORMERLY KNOWN AS T.D. WILLIAMSON, INC. WELFARE BENEFITS PLAN$2.1M
    #501 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 20251,716
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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