Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Other$953K
- Life$917K
- Stop-loss$415K
- Long-term disability$243K
Sponsor portfolioTH
AERA ENERGY SERVICES COMPANY
EIN 77-0456453oil & energyLatest filing 2024
Plans
7
Retirement
1
$355.3M assets
Welfare
6
$5.6M premiums
Participants
5,393
Benefits portfolio analytics
6 plans / $5.6M premiums / 3,761 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- KAISER FOUNDATION HEALTH PLAN INC71%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA21%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY7%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- IMG100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AERA ENERGY SERVICES COMPANY CASH BALANCE PLAN
CashBalance
Assets$355.3M
Participants1,407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AERA ENERGY SERVICES COMPANY MEDICAL BENEFITS PLAN
Fully Insured - KAISER PERMANENTE
Premiums$4.5M
Covered lives1,048
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
AERA ENERGY SERVICES COMPANY LIFE INSURANCE AND AD&D PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$917K
Covered lives731
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
AERA ENERGY SERVICES COMPANY LONG-TERM DISABILITY PLAN
Fully Insured - PRUDENTIAL
Premiums$243K
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
AERA ENERGY SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM
Mixed - ANTHEM BLUE CROSS LIFE AND HEALTH
Premiums$36K
Covered lives1,654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
AERA ENERGY SERVICES COMPANY DENTAL BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
AERA ENERGY SERVICES COMPANY FLEXIBLE SPENDING ACCOUNT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AERA ENERGY SERVICES COMPANY CASH BALANCE PLAN | CashBalance | $355.3M | 1,407 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AERA ENERGY SERVICES COMPANY MEDICAL BENEFITS PLAN | Fully Insured | KAISER PERMANENTE | $4.5M | 1,048 | 2024 | |
| 503 | AERA ENERGY SERVICES COMPANY LIFE INSURANCE AND AD&D PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $917K | 731 | 2024 | |
| 504 | AERA ENERGY SERVICES COMPANY LONG-TERM DISABILITY PLAN | Fully Insured | PRUDENTIAL | $243K | 328 | 2024 | |
| 506 | AERA ENERGY SERVICES COMPANY EMPLOYEE ASSISTANCE PROGRAM | Mixed | ANTHEM BLUE CROSS LIFE AND HEALTH | $36K | 1,654 | 2024 | |
| 502 | AERA ENERGY SERVICES COMPANY DENTAL BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 505 | AERA ENERGY SERVICES COMPANY FLEXIBLE SPENDING ACCOUNT PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans