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Sponsor portfolio

INSULATION SPECIALISTS OF TULSA

EIN 73-1513570-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$814K premiums
Participants
2,064
7050 S YALE AVE - TULSA, OK 74134918-234-1097istiplantservices.comLinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$13.2M - 1,018 part#501Mixed-$814K - 1,197 lives

Benefits portfolio analytics

1 plan / $814K premiums / 1,197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$324K
  • Other$298K
  • Life$206K
  • Vision$192K
  • Short-term disability$192K
  • Long-term disability$192K
Total $814K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • DELTA DENTAL OF CALIFORNIA40%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY25%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • AFLAC11%
Total $814K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • BANCFIRST INSURANCE SERVICES, INC.86%
  • GIS BENEFITS INC10%
  • JULIE ELIZABETH CONDRY3%
  • ADDISON RAY STEWART1%
  • JOHN N KARR1%
  • +2 more
Total $124K7 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

ISTI PLANT SERVICES 401(K) RETIREMENT PLAN

401k

Assets$13.2M
Participants1,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSULATION SPECIALISTS OF TULA HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL

Premiums$814K
Covered lives1,197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ISTI PLANT SERVICES 401(K) RETIREMENT PLAN401k$13.2M1,0182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSULATION SPECIALISTS OF TULA HEALTH & WELFARE PLANMixedDELTA DENTAL$814K1,1972025
Retirement plans
Welfare plans
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