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  2. NETHERLAND, SEWELL & ASSOCIATES,
Sponsor portfolio

NETHERLAND, SEWELL & ASSOCIATES,

EIN 75-1330935-oil & energy-Latest filing 2024
Plans
2
Retirement
1
$100.0M assets
Welfare
1
$1.9M premiums
Participants
321
2100 ROSS AVENUE SUITE 2200 - DALLAS, TX 75201214-969-5401netherlandsewell.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#002401k-$100.0M - 185 part#501Mixed-$1.9M - 272 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Life$86K
  • Other$86K
  • Long-term disability$48K
  • Vision$12K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • EYEMED VISION CARE1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • LOCKTON COMPANIES, LLC80%
  • NETHERLAND, SEWELL & ASSOCIATES,INC20%
  • USI INSURANCE SERVICES LLC0%
Total $353 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NETHERLAND, SEWELL & ASSOCIATES, INC. 401K PLAN

401k

Assets$100.0M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NETHERLAND, SEWELL & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.9M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NETHERLAND, SEWELL & ASSOCIATES, INC. 401K PLAN401k$100.0M1852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NETHERLAND, SEWELL & ASSOCIATES, INC. EMPLOYEE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TEXAS$1.9M2722024
Retirement plans
Welfare plans
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