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Sponsor portfolio

SHEPHERD OIL COMPANY, LLC

EIN 73-1577386-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$859K premiums
Participants
238
1831 SOUTH MAIN STREET - BLACKWELL, OK 74631580-363-4280LinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$1.7M - 121 part#501Fully Insured-$859K - 202 lives

Benefits portfolio analytics

1 plan / $859K premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$743K
  • Dental$62K
  • Vision$54K
  • Life$54K
Total $859K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • DELTA DENTAL OF CALIFORNIA7%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
Total $859K3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • INSURICA, INC.74%
  • JOHN WILLIAM RITCHIE26%
  • ASSUREDPARTNERS0%
  • TCSC INSURANCE AGENCY, INC.0%
Total $10K4 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

SHEPHERD OIL COMPANY 401(K) PLAN

401k

Assets$1.7M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHEPHERD OIL COMPANY, LLC

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$859K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHEPHERD OIL COMPANY 401(K) PLAN401k$1.7M1212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHEPHERD OIL COMPANY, LLCFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$859K2022025
Retirement plans
Welfare plans
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