PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. GENESIS ENERGY, LLC
Sponsor portfolio

GENESIS ENERGY, LLC

EIN 80-0321477-oil & energy-Latest filing 2024
Plans
3
Retirement
2
$311.5M assets
Welfare
1
$2.6M premiums
Participants
3,920
811 LOUISIANA, SUITE 1200 - HOUSTON, TX 77002713-860-2500genesisenergy.comLinkedIn1001-5000 employeesoil & energy
Plans on this EIN
3 filings
#014401k-$184.7M - 1,301 part#015401k-$126.8M - 1,193 part#505Mixed-$2.6M - 1,861 lives

Retirement portfolio analytics

2 plans aggregated / $311.5M assets / 2,494 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • & RETIREMENT Savings (#014)59%
  • SAVINGS INVESTMENT PLAN (#015)41%
Total $311.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT Savings (#014)1,301
  • SAVINGS INVESTMENT PLAN (#015)1,193
Total 2,494Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 1,861 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Life$2.1M
  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • Vision$393K
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA82%
  • VISION SERVICE PLAN15%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • CURALINK HEALTHCARE1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • AON CONSULTING INC98%
  • MERCER HEALTH AND BENEFITS, LLC2%
Total $159K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#014

GENESIS ENERGY, LLC PROFIT SHARING & RETIREMENT SAVINGS PLAN

401k

Assets$184.7M
Participants1,301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015

GENESIS ALKALI, LLC SAVINGS INVESTMENT PLAN

401k

Assets$126.8M
Participants1,193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

GENESIS ENERGY HEALTH & WELFARE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.6M
Covered lives1,861
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
014GENESIS ENERGY, LLC PROFIT SHARING & RETIREMENT SAVINGS PLAN401k$184.7M1,3012024
015GENESIS ALKALI, LLC SAVINGS INVESTMENT PLAN401k$126.8M1,1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505GENESIS ENERGY HEALTH & WELFARE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.6M1,8612024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica