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Sponsor portfolio

ND ENERGY SERVICES MANAGEMENT, INC.

EIN 82-2473170-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2025
Plans
3
Retirement
2
$45.3M assets
Welfare
1
$58K premiums
Participants
708
10874 29P ST SW - DICKINSON, ND 58601701-456-5085
Plans on this EIN
3 filings
#002ESOP-$28.7M - 333 part#001401k-$16.6M - 231 part#501Mixed-$58K - 294 lives

Retirement portfolio analytics

2 plans aggregated / $45.3M assets / 564 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • ENERGY SERVICES 401(K) (#001)37%
Total $45.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • BRAVERA WEALTH37%
Total $45.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)333
  • ENERGY SERVICES 401(K) (#001)231
Total 564Click row to drill in

Benefits portfolio analytics

1 plan / $58K premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$34K
  • Life$24K
  • Short-term disability$24K
  • Long-term disability$24K
  • Other$24K
Total $58K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • FIDELITY SECURITY LIFE INSURANCE COMPANY58%
  • STANDARD INSURANCE COMPANY42%
Total $58K2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HAYS COMPANIES, INC.88%
  • BROWN & BROWN INSURANCE SERVICES12%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ND ENERGY SERVICES MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$28.7M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ND ENERGY SERVICES 401(K) PLAN

401k

Assets$16.6M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ND ENERGY SERVICES MANAGEMENT, INC.

Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$58K
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ND ENERGY SERVICES MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$28.7M3332024
001ND ENERGY SERVICES 401(K) PLAN401k$16.6M2312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ND ENERGY SERVICES MANAGEMENT, INC.MixedFIDELITY SECURITY LIFE INSURANCE COMPANY$58K2942025
Retirement plans
Welfare plans
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