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Sponsor portfolio

CROWHEART ENERGY SERVICES, LLC

EIN 82-3513588-Mining, Quarrying, and Oil and Gas Extraction-Latest filing 2024
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$55K premiums
Participants
207
P.O. BOX 2400, MD 42 - TULSA, OK 74102800-945-5426
Plans on this EIN
2 filings
#001401k-$4.1M - 207 part#501Fully Insured-$55K - 0 lives

Benefits portfolio analytics

1 plan / $55K premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$55K
  • Dental$38K
  • Vision$38K
  • Life$38K
  • Short-term disability$38K
  • Long-term disability$38K
  • +2 more
Total $55K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA68%
  • UNITEDHEALTHCARE INSURANCE COMPANY32%
Total $55K2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • IMA, INC.67%
  • REUBEN WARNER ASSOCIATES, INC.33%
Total $6K2 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

CROWHEART ENERGY SERVICES 401(K) PLAN

401k

Assets$4.1M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CROWHEART ENERGY WELFARE BENEFIT PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$55K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CROWHEART ENERGY SERVICES 401(K) PLAN401k$4.1M2072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CROWHEART ENERGY WELFARE BENEFIT PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$55K02024
Retirement plans
Welfare plans
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