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Sponsor portfolio

PRESIDIO PETROLEUM

EIN 82-5116779-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$1.9M premiums
Participants
276
500 W 7TH ST STE 1500 - FORT WORTH, TX 761024746817-382-3664
Plans on this EIN
2 filings
#001401k-$9.8M - 149 part#501Fully Insured-$1.9M - 126 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$351K
  • Vision$351K
  • Life$351K
  • Short-term disability$351K
  • Long-term disability$351K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • EBENCONCEPTS COMPANY90%
  • HIGGINBOTHAM INS AGENCY INC10%
Total $113K2 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

PRESIDIO EMPLOYEE CO LLC 401(K) PLAN

401k

Assets$9.8M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRESIDIO PETROLEUM WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRESIDIO EMPLOYEE CO LLC 401(K) PLAN401k$9.8M1492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRESIDIO PETROLEUM WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M1262025
Retirement plans
Welfare plans
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