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Sponsor portfolioTH

BROCK ENTERPRISES, LLC

EIN 74-1266414-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$88.9M assets
Welfare
1
$3.1M premiums
Participants
16,485
10343 SAM HOUSTON PARK DRIVE, SUITE 200 - HOUSTON, TX 77064409-833-6226LinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$88.9M - 7,211 part#503Mixed-$3.1M - 9,724 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 9,724 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.9M
  • Life$2.7M
  • Short-term disability$2.7M
  • Long-term disability$2.7M
  • Vision$239K
Total $3.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY87%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • COMPSYCH5%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • LOCKTON COMPANIES, LLC57%
  • DAVID K. CARTER32%
  • SPETNER ASSOCIATES INC11%
Total $613K3 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

BROCK ENTERPRISES, LLC 401(K) PLAN

401k

Assets$88.9M
Participants7,211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BROCK ENTERPRISES, LLC EMPLOYEE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives9,724
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROCK ENTERPRISES, LLC 401(K) PLAN401k$88.9M7,2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BROCK ENTERPRISES, LLC EMPLOYEE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$3.1M9,7242025
Retirement plans
Welfare plans
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