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Sponsor portfolio

CRESCENT ENERGY MANAGEMENT LLC

EIN 86-2772723-Latest filing 2025
Plans
2
Retirement
1
$79.0M assets
Welfare
1
$21.9M premiums
Participants
2,064
600 TRAVIS STREET, SUITE 7200 - HOUSTON, TX 77002713-337-4612
Plans on this EIN
2 filings
#001401k-$79.0M - 1,020 part#501Mixed-$21.9M - 2,925 lives

Benefits portfolio analytics

1 plan / $21.9M premiums / 2,925 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$19.6M
  • Prescription drug$19.6M
  • Life$1.2M
  • Long-term disability$1.2M
  • Other$1.2M
  • Dental$1.1M
  • +1 more
Total $21.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • STANDARD INSURANCE COMPANY6%
  • AETNA LIFE INSURANCE COMPANY5%
  • KAISER FOUNDATION HEALTH PLAN INC2%
Total $21.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $639K1 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

INDEPENDENCE ENERGY MANAGEMENT, LLC 401(K) PLAN

401k

Assets$79.0M
Participants1,020
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INDEPENDENCE ENERGY MANAGEMENT LLC DBA CRESCENT ENERGY

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$21.9M
Covered lives2,925
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INDEPENDENCE ENERGY MANAGEMENT, LLC 401(K) PLAN401k$79.0M1,0202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INDEPENDENCE ENERGY MANAGEMENT LLC DBA CRESCENT ENERGYMixedBLUECROSS BLUESHIELD OF TEXAS$21.9M2,9252025
Retirement plans
Welfare plans
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