Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HF SINCLAIR
EIN 87-2092143oil & energyLatest filing 2025
Plans
3
Retirement
2
$1.22B assets
Welfare
1
$9.5M premiums
Participants
9,327
2323 VICTORY AVE., SUITE 1400 - DALLAS, TX 75219214-871-3555hfsinclair.comLinkedIn5001-10000 employeesoil & energy
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.22B assets / 5,306 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.5M premiums / 6,303 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$8.7M
- Life$7.0M
- Long-term disability$7.0M
- Vision$825K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA74%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN9%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
Broker market share
Schedule A broker compensation
77%top
- GALLAGHER BENEFIT SERVICES, INC.77%
- REUBEN WARNER ASSOCIATES, INC.23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN
ESOP
Assets$1.17B
Participants5,004
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN
ESOP
Assets$52.2M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
HF SINCLAIR GROUP WELFARE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$9.5M
Covered lives6,303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN | ESOP | $1.17B | 5,004 | 2024 | |
| 003 | HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN | ESOP | $52.2M | 302 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | HF SINCLAIR GROUP WELFARE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $9.5M | 6,303 | 2025 |
Retirement plans
Welfare plans