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Sponsor portfolioTH

SOCIETY OF PETROLEUM ENGINEERS

EIN 75-2001539-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$29.5M assets
Welfare
1
$1.8M premiums
Participants
284
222 PALISADES CREEK DR. - RICHARDSON, TX 75080972-952-9319spealaska.orgLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$29.5M - 185 part#501Fully Insured-$1.8M - 301 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.8M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $113K1 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

SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. RETIREMENT INCOME PLAN

401k

Assets$29.5M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOCIETY OF PETROLEUM ENGINEERS WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. RETIREMENT INCOME PLAN401k$29.5M1852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOCIETY OF PETROLEUM ENGINEERS WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M3012025
Retirement plans
Welfare plans
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