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Sponsor portfolio

ENERGY RESOURCE CENTER

EIN 84-0809393-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$93K premiums
Participants
301
540 EAST CIMARRON ST - COLORADO SPRINGS, CO 80903719-591-0772
Plans on this EIN
2 filings
#002401k-$2.5M - 144 part#501Mixed-$93K - 141 lives

Benefits portfolio analytics

1 plan / $93K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$66K
  • Long-term disability$27K
Total $93K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • ZURICH AMERICAN INSURANCE COMPANY7%
Total $93K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • PEAK INC99%
  • RICK R. CLARY1%
Total $16K2 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

ENERGY RESOURCE CENTER 401(K) P/S PLAN

401k

Assets$2.5M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENERGY RESOURE CENTER HEALTH & WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$93K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ENERGY RESOURCE CENTER 401(K) P/S PLAN401k$2.5M1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENERGY RESOURE CENTER HEALTH & WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$93K1412025
Retirement plans
Welfare plans
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