PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. HF SINCLAIR CORPORATION
Sponsor portfolio

HF SINCLAIR CORPORATION

EIN 87-2092143-oil & energy-Latest filing 2024
Plans
3
Retirement
2
$1.22B assets
Welfare
1
$15.6M premiums
Participants
9,584
2323 VICTORY AVE,, #1400 - DALLAS, TX 75219214-871-3848hfsinclair.comLinkedIn5001-10000 employeesoil & energy
Plans on this EIN
3 filings
#002ESOP-$1.17B - 5,004 part#003ESOP-$52.2M - 302 part#510Mixed-$15.6M - 4,535 lives

Retirement portfolio analytics

2 plans aggregated / $1.22B assets / 5,306 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • 401(K) RETIREMENT Savings (#002)96%
  • SOUND REFINERY 401(K) (#003)4%
Total $1.22BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#002)5,004
  • SOUND REFINERY 401(K) (#003)302
Total 5,306Click row to drill in

Benefits portfolio analytics

1 plan / $15.6M premiums / 4,535 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.1M
  • Vision$7.5M
  • Health$6.7M
  • Prescription drug$6.7M
  • Life$6.5M
  • Long-term disability$6.5M
Total $15.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • BLUE CROSS OF CALIFORNIA43%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA41%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $15.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • REUBEN WARNER ASSOCIATES, INC.49%
  • GALLAGHER BENEFIT SERVICES, INC.43%
  • MARSH & MCLENNAN AGENCY LLC8%
Total $213K3 slices

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 - REGENCE BLUESHIELD

Premiums$15.6M
Covered lives4,535
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLANESOP$1.17B5,0042024
003HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLANESOP$52.2M3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510HF SINCLAIR GROUP WELFARE BENEFITS PLANMixedREGENCE BLUESHIELD$15.6M4,5352024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica