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Sponsor portfolio

WTG DOWNSTREAM SERVICES, LLC

EIN 87-1925653-Utilities-Latest filing 2024
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$155K premiums
Participants
254
303 VETERANS AIRPARK LN. STE. 4000 - MIDLAND, TX 79705432-682-4349
Plans on this EIN
2 filings
#001401k-$15.7M - 254 part#501Mixed-$155K - 386 lives

Benefits portfolio analytics

1 plan / $155K premiums / 386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$100K
  • Life$53K
  • Vision$24K
  • Long-term disability$19K
  • Short-term disability$13K
Total $155K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $155K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $34K1 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

WTG DOWNSTREAM 401(K) EMPLOYEES PLAN

401k

Assets$15.7M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WTG DOWNSTREAM SERVICES LLC HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$155K
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WTG DOWNSTREAM 401(K) EMPLOYEES PLAN401k$15.7M2542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WTG DOWNSTREAM SERVICES LLC HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$155K3862024
Retirement plans
Welfare plans
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