PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WELL WERKS ENERGY, LLC
Sponsor portfolio

WELL WERKS ENERGY, LLC

EIN 85-0888937-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$380K premiums
Participants
607
71677 RIVERSIDE DRIVE - COVINGTON, LA 70433985-317-3362
Plans on this EIN
2 filings
#001401k-$3.7M - 303 part#501Mixed-$380K - 311 lives

Benefits portfolio analytics

1 plan / $380K premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$380K
  • Vision$380K
  • Life$380K
  • Short-term disability$380K
  • Other$380K
Total $380K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $380K1 slice

Broker market share

Schedule A broker compensation

Split broker
48%top
  • GILSBAR GROUP BENEFITS LLC48%
  • JAMES R NELLIGAN & ASSOCIATES LLC19%
  • SOUTHERN NATL MKTG COMPANY19%
  • ERIN K GIUSTI14%
Total $102K4 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

WELL WERKS ENERGY 401(K) PLAN

401k

Assets$3.7M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELL WERKS ENERGY, L.L.C. EMPLOYEE BENEFITS PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$380K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELL WERKS ENERGY 401(K) PLAN401k$3.7M3032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELL WERKS ENERGY, L.L.C. EMPLOYEE BENEFITS PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$380K3112025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica