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Sponsor portfolioTH

PINNERGY, LTD.

EIN 75-2409786-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$431K premiums
Participants
1,155
2801 VIA FORTUNA, STE 440 - AUSTIN, TX 78746512-343-8880pinnergy.comLinkedIn501-1000 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$10.8M - 718 part#501Mixed-$431K - 436 lives

Benefits portfolio analytics

1 plan / $431K premiums / 436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$256K
  • Short-term disability$256K
  • Long-term disability$256K
  • Other$175K
Total $431K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $431K1 slice

Broker market share

Schedule A broker compensation

Split broker
100%top
  • EXPERINS, LLC100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $29K2 slices

Plan deep-dives

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

PINNERGY, LTD. 401(K) PLAN

401k

Assets$10.8M
Participants718
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PINNERGY, LTD GROUP INSURANCE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$431K
Covered lives436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINNERGY, LTD. 401(K) PLAN401k$10.8M7182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PINNERGY, LTD GROUP INSURANCE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$431K4362025
Retirement plans
Welfare plans
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