Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETRO-HUNT, L.L.C.
EIN 75-2756884oil & energyLatest filing 2024
Plans
4
Retirement
2
$320.7M assets
Welfare
2
$1.8M premiums
Participants
1,522
2101 CEDAR SPRINGS ROAD, STE 600 - DALLAS, TX 75201214-880-8400petrohunt.comLinkedIn201-500 employeesoil & energy
Retirement portfolio analytics
2 plans aggregated / $320.7M assets / 1,037 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- JOHN HANCOCK LIFE INSURANCE COMPANY70%
- (Not disclosed)30%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.8M premiums / 865 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.5M
- Other$228K
- Life$215K
- Short-term disability$215K
- Long-term disability$76K
- Vision$34K
Carrier market share
Premium dollars by Schedule A carrier
82%top
- HCC LIFE INSURANCE COMPANY82%
- HARTFORD LIFE AND ACCIDENT16%
- EYEMED VISION CARE2%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
90%top
- STEALTH PARTNER GROUP LLC90%
- MARSH & MCLENNAN AGENCY LLC10%
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$1.8M
Covered lives641
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | AFFILIATED THRIFT PLAN | 401k | $224.8M | 650 | 2024 | |
| 005 | AFFILIATED PENSION PLAN | TraditionalDB | $95.9M | 387 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PETRO-HUNT, L.L.C. WELFARE BENEFITS PLAN | Mixed | TOKIO MARINE HCC | $1.8M | 641 | 2024 | |
| 503 | PETRO-HUNT, L.L.C. LONG-TERM DISABILITY INCOME PLAN | Fully Insured | HARTFORD LIFE & ACCIDENT | $76K | 224 | 2024 |
Retirement plans
Welfare plans