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Sponsor portfolio

HATFIELD AND COMPANY

EIN 74-1646507-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$27.1M assets
Welfare
1
$1.8M premiums
Participants
450
2475 DISCOVERY BLVD. - ROCKWALL, TX 75032972-290-8541hatfieldandcompany.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$19.4M - 150 part#002ESOP-$7.8M - 138 part#501Mixed-$1.8M - 498 lives

Retirement portfolio analytics

2 plans aggregated / $27.1M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING PLAN (#001)71%
  • EMPLOYEE STOCK OWNERSHIP (#002)29%
Total $27.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY71%
  • (Not disclosed)29%
Total $27.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)150
  • EMPLOYEE STOCK OWNERSHIP (#002)138
Total 288Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 498 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$57K
  • Life$57K
  • Long-term disability$57K
  • Other$57K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • DEARBORN LIFE INSURANCE COMPANY3%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $102K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$19.4M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HATFIELD AND COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.8M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HATFIELD AND COMPANY EMPLOYEE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.8M
Covered lives498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$19.4M1502024
002HATFIELD AND COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$7.8M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HATFIELD AND COMPANY EMPLOYEE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TEXAS$1.8M4982025
Retirement plans
Welfare plans
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