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Sponsor portfolio

CRUSOE ENERGY SYSTEMS INC

EIN 83-1941319-Latest filing 2025
Plans
2
Retirement
1
$15.5M assets
Welfare
1
$1.5M premiums
Participants
1,637
255 FILLMORE STREET, SUITE 300 - DENVER, CO 80206303-229-6261
Plans on this EIN
2 filings
#001401k-$15.5M - 639 part#501Mixed-$1.5M - 1,098 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,098 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$953K
  • Prescription drug$953K
  • Other$589K
  • Life$448K
  • Short-term disability$448K
  • Long-term disability$448K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • KAISER FOUNDATION HEALTH PLAN INC62%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA38%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • USI INSURANCE SERVICES LLC75%
  • JAMES R NELLIGAN & ASSOCIATES LLC25%
Total $152K2 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

CRUSOE ENERGY SYSTEMS INC 401(K) PLAN

401k

Assets$15.5M
Participants639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRUSOE ENERGY SYSTEMS INC HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.5M
Covered lives1,098
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRUSOE ENERGY SYSTEMS INC 401(K) PLAN401k$15.5M6392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRUSOE ENERGY SYSTEMS INC HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.5M1,0982025
Retirement plans
Welfare plans
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