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Sponsor portfolio

SEF ENERGY, LLC

EIN 81-3424201-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$624K premiums
Participants
770
2601 NW EXPRESSWAY SUITE 900E - OKLAHOMA CITY, OK 73112405-486-7858sef-energy.comLinkedIn501-1000 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$18.4M - 446 part#501Mixed-$624K - 852 lives

Benefits portfolio analytics

1 plan / $624K premiums / 852 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$290K
  • Life$289K
  • Short-term disability$289K
  • Long-term disability$289K
  • Other$289K
  • Vision$45K
Total $624K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • BLUE CROSS OF CALIFORNIA47%
  • DEARBORN LIFE INSURANCE COMPANY46%
  • VISION SERVICE PLAN7%
Total $624K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $52K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SEF ENERGY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$18.4M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SEF ENERGY COMPANY HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$624K
Covered lives852
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEF ENERGY, LLC 401(K) PROFIT SHARING PLAN401k$18.4M4462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEF ENERGY COMPANY HEALTH AND WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF OKLAHOMA$624K8522025
Retirement plans
Welfare plans
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