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Sponsor portfolio

PETRO-HUNT, L.L.C.

EIN 75-2756884-oil & energy-Latest filing 2025
Plans
4
Retirement
2
$320.7M assets
Welfare
2
$1.8M premiums
Participants
1,521
2101 CEDAR SPRINGS RD STE 600 - DALLAS, TX 752011591214-880-8400petrohunt.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
4 filings
#333401k-$224.8M - 650 part#005TraditionalDB-$95.9M - 387 part#501Mixed-$1.7M - 642 lives#503Fully Insured-$76K - 224 lives

Retirement portfolio analytics

2 plans aggregated / $320.7M assets / 1,037 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • AFFILIATED THRIFT PLAN (#333)70%
  • AFFILIATED PENSION (#005)30%
Total $320.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY70%
  • (Not disclosed)30%
Total $320.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AFFILIATED THRIFT PLAN (#333)650
  • AFFILIATED PENSION (#005)387
Total 1,037Click row to drill in

Benefits portfolio analytics

2 plans / $1.8M premiums / 866 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Other$236K
  • Life$223K
  • Short-term disability$223K
  • Vision$26K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • HCC LIFE INSURANCE COMPANY84%
  • HARTFORD LIFE AND ACCIDENT13%
  • EYEMED VISION CARE2%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • STEALTH PARTNER GROUP LLC90%
  • MARSH & MCLENNAN AGENCY LLC10%
Total $85K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

AFFILIATED THRIFT PLAN

401k

Assets$224.8M
Participants650
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

AFFILIATED PENSION PLAN

TraditionalDB

Assets$95.9M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN

Mixed - TOKIO MARINE HCC

Premiums$1.7M
Covered lives642
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PETRO-HUNT, L.L.C. LONG-TERM DISABILITY INCOME PLAN

Fully Insured - HARTFORD LIFE & ACCIDENT

Premiums$76K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333AFFILIATED THRIFT PLAN401k$224.8M6502024
005AFFILIATED PENSION PLANTraditionalDB$95.9M3872024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETRO-HUNT, L.L.C. WELFARE BENEFITS PLANMixedTOKIO MARINE HCC$1.7M6422025
503PETRO-HUNT, L.L.C. LONG-TERM DISABILITY INCOME PLANFully InsuredHARTFORD LIFE & ACCIDENT$76K2242024
Retirement plans
Welfare plans
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