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Sponsor portfolio

ES OPCO USA LLC

EIN 84-3689531-Latest filing 2025
Plans
2
Retirement
1
$56.9M assets
Welfare
1
$6.2M premiums
Participants
872
10800 PECAN PARK BOULEVARD, SUITE 300 - AUSTIN, TX 78750737-226-7442
Plans on this EIN
2 filings
#001401k-$56.9M - 505 part#501Mixed-$6.2M - 645 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 645 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Vision$401K
  • Life$401K
  • Long-term disability$401K
  • Other$401K
Total $6.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY6%
Total $6.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VESERIS 401(K) SAVINGS PLAN

401k

Assets$56.9M
Participants505
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ES OPCO USA LLC HEALTH PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$6.2M
Covered lives645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VESERIS 401(K) SAVINGS PLAN401k$56.9M5052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ES OPCO USA LLC HEALTH PLANMixedBLUECROSS BLUESHIELD OF TEXAS$6.2M6452025
Retirement plans
Welfare plans
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