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Sponsor portfolio

WARREN EQUIPMENT COMPANY

EIN 75-2351267-Management of Companies and Enterprises-Latest filing 2024
Plans
2
Retirement
1
$238.7M assets
Welfare
1
$4.4M premiums
Participants
5,443
15 SMITH ROAD, SUITE 4000 - MIDLAND, TX 79705432-571-4200
Plans on this EIN
2 filings
#002401k-$238.7M - 3,013 part#501Mixed-$4.4M - 4,397 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 4,397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.5M
  • Life$2.1M
  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • Stop-loss$1.6M
  • Vision$284K
Total $4.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA46%
  • BLUE CROSS OF CALIFORNIA37%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • VISION SERVICE PLAN6%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $4.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MCGRIFF INSURANCE SERVICES INC90%
  • TRUVERIS, INC10%
  • OPTAVISE, LLC0%
  • MARSH & MCLENNAN AGENCY LLC0%
  • TOTAL BENEFIT SOLUTIONS0%
Total $457K5 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

WARREN EQUIPMENT COMPANY 401(K) RETIREMENT AND SAVINGS PLAN

401k

Assets$238.7M
Participants3,013
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WARREN EQUIPMENT COMPANY HEALTH BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$4.4M
Covered lives4,397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WARREN EQUIPMENT COMPANY 401(K) RETIREMENT AND SAVINGS PLAN401k$238.7M3,0132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WARREN EQUIPMENT COMPANY HEALTH BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$4.4M4,3972024
Retirement plans
Welfare plans
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