PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ELEVATE ENERGY SERVICES LLC
Sponsor portfolio

ELEVATE ENERGY SERVICES LLC

EIN 82-1683942-oil & energy-Latest filing 2025
Plans
3
Retirement
1
$424K assets
Welfare
2
$102K premiums
Participants
271
3696 1ST AVE - GREELEY, CO 80631970-673-4800elevateenergysvs.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$424K - 20 part#502Fully Insured-$85K - 301 lives#503Fully Insured-$17K - 98 lives

Benefits portfolio analytics

2 plans / $102K premiums / 399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$85K
  • Vision$85K
  • Life$17K
  • Other$17K
Total $102K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • PRINCIPAL LIFE INSURANCE COMPANY83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA17%
Total $102K2 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • ALLIANCE INSURANCE GROUP LLC54%
  • GIS BENEFITS INC46%
Total $13K2 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

ELEVATE ENERGY SERVICES 401K PLAN

401k

Assets$424K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ELEVATE ENERGY SERVICES DENTAL AND VISION PLANS

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$85K
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ELEVATE ENERGY SERVICES LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$17K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELEVATE ENERGY SERVICES 401K PLAN401k$424K202024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ELEVATE ENERGY SERVICES DENTAL AND VISION PLANSFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$85K3012025
503ELEVATE ENERGY SERVICES LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$17K982025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica