Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
BEPCO, L.P.
EIN 75-1076930oil & energyLatest filing 2024
Plans
3
Retirement
2
$410.5M assets
Welfare
1
$15.4M premiums
Participants
3,360
201 MAIN STREET, SUITE 2700 - FORT WORTH, TX 76102817-390-8400LinkedIn1001-5000 employeesoil & energy
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $410.5M assets / 2,429 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
74%top
- (Not disclosed)74%
- MERRILL LYNCH PIERCE FENNER & SMITH26%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $15.4M premiums / 1,826 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$12.9M
- Prescription drug$12.9M
- Life$1.5M
- Short-term disability$1.5M
- Long-term disability$1.5M
- Dental$836K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- ZURICH AMERICAN INSURANCE COMPANY1%
- AETNA LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
89%top
- HAYS COMPANIES, INC.89%
- BROWN AND BROWN OF FLORIDA, INC.11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BASS RETIREMENT PLAN
TraditionalDB
Assets$303.0M
Participants1,768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
BASS THRIFT / 401(K) PLAN AND TRUST
401k
Assets$107.4M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#538
BEPCO, L.P. WELFARE BENEFIT PLAN
Mewa - BLUECROSS BLUESHIELD OF TEXAS
Premiums$15.4M
Covered lives1,826
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BASS RETIREMENT PLAN | TraditionalDB | $303.0M | 1,768 | 2024 | |
| 333 | BASS THRIFT / 401(K) PLAN AND TRUST | 401k | $107.4M | 661 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 538 | BEPCO, L.P. WELFARE BENEFIT PLAN | Mewa | BLUECROSS BLUESHIELD OF TEXAS | $15.4M | 1,826 | 2024 |
Retirement plans
Welfare plans