Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MOTIVA ENTERPRISES LLC
EIN 76-0262490oil & energyLatest filing 2024
Plans
6
Retirement
4
$1.40B assets
Welfare
2
$10.5M premiums
Participants
11,853
ONE ALLEN CENTER, 500 DALLAS ST. - HOUSTON, TX 77002713-277-8000LinkedIn1001-5000 employeesoil & energy
Retirement portfolio analytics
4 plans aggregated / $1.40B assets / 6,481 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $10.5M premiums / 5,312 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3.3M
- Long-term disability$2.3M
- Stop-loss$2.0M
- Short-term disability$1.4M
- Other$979K
- Vision$691K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
73%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA73%
- QBE INSURANCE19%
- VISION SERVICE PLAN6%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
96%top
- WILLIS TOWERS WATSON US LLC96%
- VIATOR INTERNATIONAL LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
MOTIVA 401(K) AND SAVINGS PLAN
401k
Assets$887.8M
Participants3,110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MOTIVA PENSION PLAN
CashBalance
Assets$491.2M
Participants3,120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
MOTIVA CHEMICALS CASH BALANCE PENSION PLAN
CashBalance
Assets$20.3M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
MOTIVA CHEMICALS SALARY DEFERRAL AND MONEY PURCHASE PENSION PLAN
ProfitSharing
Assets$3.4M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOTIVA ENTERPRISES LLC HEALTH AND WELLNESS BENEFIT PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$10.5M
Covered lives5,312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
MOTIVA ENTERPRISES LLC SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MOTIVA 401(K) AND SAVINGS PLAN | 401k | $887.8M | 3,110 | 2024 | |
| 003 | MOTIVA PENSION PLAN | CashBalance | $491.2M | 3,120 | 2024 | |
| 006 | MOTIVA CHEMICALS CASH BALANCE PENSION PLAN | CashBalance | $20.3M | 154 | 2024 | |
| 005 | MOTIVA CHEMICALS SALARY DEFERRAL AND MONEY PURCHASE PENSION PLAN | ProfitSharing | $3.4M | 97 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOTIVA ENTERPRISES LLC HEALTH AND WELLNESS BENEFIT PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10.5M | 5,312 | 2024 | |
| 502 | MOTIVA ENTERPRISES LLC SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans