Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.0M
- Short-term disability$1.0M
- Long-term disability$1.0M
- Other$1.0M
- Stop-loss$985K
- Dental$441K
- +1 more
Sponsor portfolio
SPATCO ENERGY SOLUTIONS, LLC
EIN 84-3846075oil & energyLatest filing 2025
Plans
2
Retirement
1
$38.2M assets
Welfare
1
$2.5M premiums
Participants
2,439
8303 UNIVERSAL EXECUTIVE PARK DRIVE, SUITE 400 - CHARLOTTE, NC 28262704-596-4373spatco.comLinkedIn501-1000 employeesoil & energy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 1,053 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- SUN LIFE ASSURANCE COMPANY OF CANADA40%
- QBE INSURANCE39%
- AMERITAS LIFE INSURANCE CORP.17%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
67%top
- JAMES A SCOTT & SON INC67%
- THE CASON GROUP INC25%
- WATCHTOWER TECHNOLOGIES INC5%
- THREEFLOW3%
- C2 CENTRIC LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPATCO ENERGY SOLUTIONS 401(K) PLAN
401k
Assets$38.2M
Participants1,377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
SPATCO ENERGY SOLUTIONS, LLC EMPLOYEE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.5M
Covered lives1,053
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPATCO ENERGY SOLUTIONS 401(K) PLAN | 401k | $38.2M | 1,377 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | SPATCO ENERGY SOLUTIONS, LLC EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.5M | 1,053 | 2025 |
Retirement plans
Welfare plans