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Sponsor portfolio

BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY

EIN 76-0499297-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$2.2M premiums
Participants
263
1001 FANNIN ST STE 2020 - HOUSTON, TX 770026715713-445-3241
Plans on this EIN
2 filings
#001401k-$22.9M - 142 part#502Fully Insured-$2.2M - 301 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Life$173K
  • Short-term disability$173K
  • Long-term disability$173K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LOCKTON COMPANIES, LLC91%
  • ASSUREDPARTNERS9%
Total $154K2 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

BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY 401(K) PLAN

401k

Assets$22.9M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY 401(K) PLAN401k$22.9M1422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.2M3012025
Retirement plans
Welfare plans
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