Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$350K
- Other$350K
Sponsor portfolio
KAISER-FRANCIS OIL COMPANY
EIN 73-1006655ManufacturingLatest filing 2025
Plans
2
Retirement
1
$120.6M assets
Welfare
1
$350K premiums
Participants
781
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $350K premiums / 297 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
83%top
- BENEFIT RESOURCES, INC.83%
- HUB INTERNATIONAL MIDWEST LIMITED17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
KAISER-FRANCIS OIL COMPANY RETIREMENT INCOME PLAN
401k
Assets$120.6M
Participants458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KAISER-FRANCIS OIL COMPANY EMPLOYEE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$350K
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KAISER-FRANCIS OIL COMPANY RETIREMENT INCOME PLAN | 401k | $120.6M | 458 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KAISER-FRANCIS OIL COMPANY EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $350K | 297 | 2025 |
Retirement plans
Welfare plans