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Sponsor portfolio

TRUE DRILLING LLC

EIN 83-0171045-wireless-Latest filing 2025
Plans
3
Retirement
2
$230.2M assets
Welfare
1
$1.3M premiums
Participants
3,461
TAX DEPARTMENT, P O BOX 2360 - CASPER, WY 826022360307-237-9301truedrilling.comLinkedIn51-200 employeeswireless
Plans on this EIN
3 filings
#001ProfitSharing-$148.6M - 1,350 part#002401k-$81.5M - 1,144 part#505Mixed-$1.3M - 966 lives

Retirement portfolio analytics

2 plans aggregated / $230.2M assets / 2,494 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#001)65%
  • EMPLOYEES' 401(K) Savings (#002)35%
Total $230.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
65%top
  • HILLTOP NATIONAL BANK65%
  • EPIC RETIREMENT PLAN SERVICES35%
Total $230.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)1,350
  • EMPLOYEES' 401(K) Savings (#002)1,144
Total 2,494Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 966 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$641K
  • Vision$641K
  • Life$622K
  • Other$622K
  • Short-term disability$508K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • STARMOUNT LIFE INSURANCE COMPANY51%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MARSH & MCLENNAN AGENCY LLC76%
  • DAVIS ODELL15%
  • NYLIFE SECURITIES LLC9%
Total $108K3 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

TRUE COMPANIES EMPLOYEES PROFIT SHARING PLAN

ProfitSharing

Assets$148.6M
Participants1,350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRUE COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN

401k

Assets$81.5M
Participants1,144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TRUE COMPANIES HEALTH AND WELFARE BENEFIT PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives966
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRUE COMPANIES EMPLOYEES PROFIT SHARING PLANProfitSharing$148.6M1,3502025
002TRUE COMPANIES EMPLOYEES' 401(K) SAVINGS PLAN401k$81.5M1,1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TRUE COMPANIES HEALTH AND WELFARE BENEFIT PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$1.3M9662025
Retirement plans
Welfare plans
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