Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ETHOSENERGY GTS HOLDINGS (U.S.), LLC
EIN 76-0466008Latest filing 2025
Plans
4
Retirement
3
$389.1M assets
Welfare
1
$2.7M premiums
Participants
4,122
3100 SOUTH SAM HOUSTON PARKWAY EAST - HOUSTON, TX 77047713-812-2300
Retirement portfolio analytics
3 plans aggregated / $389.1M assets / 2,592 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 4,180 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.1M
- Life$2.0M
- Short-term disability$2.0M
- Long-term disability$2.0M
- Health$329K
- Prescription drug$329K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
72%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA72%
- KAISER FOUNDATION HEALTH PLAN INC12%
- VISION SERVICE PLAN7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- AETNA LIFE INSURANCE COMPANY2%
- +2 more
Broker market share
Schedule A broker compensation
45%top
- GALLAGHER BENEFIT SERVICES, INC.45%
- LOCKTON COMPANIES, LLC34%
- TRAYWICK, DENNIS E21%
- EDGEWOOD PARTNERS INSURANCE CENTER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ETHOSENERGY 401(K) PLAN
401k
Assets$337.3M
Participants2,130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ETHOSENERGY (WEST), INC. PLAN
401k
Assets$44.3M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ETHOSENERGY PENSION PLAN FOR UNION EMPLOYEES
CashBalance
Assets$7.5M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ETHOSENERGY HEALTH AND WELFARE PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$2.7M
Covered lives4,180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ETHOSENERGY 401(K) PLAN | 401k | $337.3M | 2,130 | 2024 | |
| 003 | ETHOSENERGY (WEST), INC. PLAN | 401k | $44.3M | 347 | 2024 | |
| 002 | ETHOSENERGY PENSION PLAN FOR UNION EMPLOYEES | CashBalance | $7.5M | 115 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ETHOSENERGY HEALTH AND WELFARE PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2.7M | 4,180 | 2025 |
Retirement plans
Welfare plans